+2,385.2%
EQT vs DLTR
+10,500.9%
-8,115.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -1.2% | -9.4% | +8.3% | -0.1% |
| 30D | +1.1% | -7.3% | +8.4% | +1.8% |
| 3M | +4.8% | +7.6% | -2.8% | +3.7% |
| 6M | -10.6% | +1.6% | -12.2% | -11.3% |
| YTD | +3.4% | -3.5% | +7.0% | +3.0% |
| 1Y | +8.7% | +20.0% | -11.4% | +5.5% |
| 3Y | +35.0% | +2.3% | +32.7% | +31.0% |
| 5Y | +204.2% | +31.5% | +172.7% | +183.8% |
| 10Y | +52.5% | +45.4% | +7.1% | +38.0% |
| All | +2,385.2% | +10,500.9% | -8,115.6% | +1,545.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling