+190.8%
EQT vs DLTR
+30.4%
+160.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | -2.0% | -10.1% | +8.1% | -1.2% |
| 30D | 0.0% | -8.1% | +8.1% | +0.6% |
| 3M | +5.9% | +2.9% | +3.1% | +5.5% |
| 6M | -14.8% | +4.3% | -19.1% | -15.4% |
| YTD | +1.8% | -3.9% | +5.7% | +1.6% |
| 1Y | +7.4% | +18.9% | -11.5% | +4.8% |
| 3Y | +33.6% | +1.9% | +31.7% | +32.8% |
| All | +190.8% | +30.4% | +160.4% | +214.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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