+31.5%
DLTR vs EQX
+6.3%
+25.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | 0.0% | -6.2% | -6.2% |
| 7D | +4.5% | +10.8% | -6.3% | +3.5% |
| 30D | +18.7% | -0.9% | +19.6% | +18.3% |
| 3M | +7.1% | +9.5% | -2.4% | +5.7% |
| 6M | +47.2% | -16.8% | +64.0% | +49.0% |
| YTD | +12.1% | -19.3% | +31.5% | +15.9% |
| 1Y | +31.5% | +6.9% | +24.6% | +37.9% |
| All | +31.5% | +6.3% | +25.2% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EQX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling