+58.6%
DLTR vs Q
-23.7%
+82.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +1.9% | -1.3% |
| 7D | +2.4% | +11.5% | -9.1% | +3.3% |
| 30D | +21.5% | -0.2% | +21.7% | +21.9% |
| 3M | +9.8% | -13.6% | +23.4% | +10.2% |
| 6M | +58.6% | -27.0% | +85.7% | +61.1% |
| All | +58.6% | -23.7% | +82.4% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 6mo: compounded portfolio wealth divided by compounded Q 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…
6mo analysis · Full analysis span regression · 6 months rolling