+44.0%
DLTR vs NTR
+36.7%
+7.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.0% | +5.7% | +9.8% |
| 7D | +15.6% | +4.3% | +11.2% | +15.7% |
| 30D | +29.9% | +2.6% | +27.3% | +29.9% |
| 3M | +12.5% | +8.5% | +3.9% | +13.1% |
| 6M | +56.3% | -3.3% | +59.6% | +56.6% |
| YTD | +19.5% | +19.6% | -0.1% | +12.7% |
| 1Y | +44.0% | +37.6% | +6.4% | +26.5% |
| All | +44.0% | +36.7% | +7.3% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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