+1,564.8%
QQQ vs DLTR
+1,270.4%
+294.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.3% | +0.8% |
| 7D | +1.0% | -10.2% | +11.2% | +3.6% |
| 30D | -0.6% | -8.5% | +7.9% | +1.3% |
| 3M | +1.3% | +5.6% | -4.3% | -0.5% |
| 6M | +18.1% | +2.2% | +15.9% | +15.8% |
| YTD | +16.9% | -3.8% | +20.6% | +15.9% |
| 1Y | +24.0% | +22.9% | +1.0% | +15.2% |
| 3Y | +95.6% | +2.0% | +93.6% | +82.3% |
| 5Y | +94.5% | +29.8% | +64.7% | +64.5% |
| 10Y | +571.7% | +45.0% | +526.7% | +419.4% |
| All | +1,564.8% | +1,270.4% | +294.4% | +461.9% |
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