+95.7%
QQQ vs DLTR
+30.4%
+65.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | -0.6% | -10.1% | +9.5% | +0.8% |
| 30D | -1.2% | -8.1% | +6.9% | -0.3% |
| 3M | -0.2% | +2.9% | -3.1% | -0.9% |
| 6M | +17.9% | +4.3% | +13.6% | +16.4% |
| YTD | +16.6% | -3.9% | +20.6% | +16.3% |
| 1Y | +23.0% | +18.9% | +4.1% | +18.5% |
| 3Y | +92.9% | +1.9% | +91.0% | +87.1% |
| All | +95.7% | +30.4% | +65.3% | +95.1% |
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