+9,127.5%
QLD vs DLTR
+1,447.9%
+7,679.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +0.6% | +2.5% | -1.9% | -0.6% |
| 30D | -0.1% | +2.1% | -2.2% | -1.4% |
| 3M | -8.4% | +20.3% | -28.6% | -16.5% |
| 6M | +32.2% | +11.5% | +20.7% | +22.5% |
| YTD | +28.9% | +6.8% | +22.1% | +20.9% |
| 1Y | +43.8% | +31.1% | +12.7% | +21.5% |
| 3Y | +176.6% | +10.7% | +165.9% | +133.5% |
| 5Y | +121.6% | +41.6% | +80.0% | +55.5% |
| 10Y | +1,652.9% | +58.1% | +1,594.8% | +947.7% |
| All | +9,127.5% | +1,447.9% | +7,679.5% | +1,256.8% |
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