+32.4%
DLTR vs QSR
+40.5%
-8.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.7% |
| 7D | -10.1% | -4.0% | -6.1% | -8.5% |
| 30D | -8.1% | +2.8% | -10.9% | -9.1% |
| 3M | +2.9% | +5.1% | -2.2% | +0.8% |
| 6M | +4.3% | +8.8% | -4.5% | +0.8% |
| YTD | -3.9% | +14.8% | -18.8% | -9.5% |
| 1Y | +18.9% | +25.7% | -6.8% | +7.9% |
| 3Y | +1.9% | +27.5% | -25.6% | -10.4% |
| All | +32.4% | +40.5% | -8.1% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 5y: compounded portfolio wealth divided by compounded QSR 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…
5y analysis · Full analysis span regression · 6 months rolling