+2.1%
QQQI vs DLTR
+35.0%
-33.0%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -6.2% | +0.5% | -5.4% |
| 7D | -8.5% | +4.5% | -13.0% | -8.5% |
| 30D | -12.7% | +18.7% | -31.4% | -13.1% |
| 3M | -7.7% | +7.1% | -14.8% | -7.8% |
| 6M | -4.6% | +47.2% | -51.9% | -6.9% |
| YTD | +2.1% | +12.1% | -10.1% | +1.6% |
| 1Y | +2.1% | +31.5% | -29.4% | -1.5% |
| All | +2.1% | +35.0% | -33.0% | -1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling