+1,368.5%
DLTR vs QID
-100.0%
+1,468.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.9% | -5.5% |
| 7D | -5.8% | -2.7% | -3.1% | -6.5% |
| 30D | -5.2% | +1.8% | -7.0% | -4.8% |
| 3M | +15.2% | -2.2% | +17.3% | +15.1% |
| 6M | +7.1% | -32.1% | +39.3% | -2.3% |
| YTD | +0.8% | -28.6% | +29.4% | -6.6% |
| 1Y | +24.8% | -36.3% | +61.1% | +12.8% |
| 3Y | +6.9% | -74.4% | +81.3% | -20.7% |
| 5Y | +33.2% | -80.8% | +114.0% | +0.2% |
| 10Y | +51.6% | -99.1% | +150.7% | -44.6% |
| All | +1,368.5% | -100.0% | +1,468.5% | +158.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 all: compounded portfolio wealth divided by compounded QID 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…
all analysis · Full analysis span regression · 6 months rolling