+18.9%
DLTR vs NTRS
+51.4%
-32.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.5% |
| 7D | -10.1% | +1.4% | -11.5% | -10.2% |
| 30D | -8.1% | -0.7% | -7.5% | -8.1% |
| 3M | +2.9% | +11.3% | -8.5% | +1.9% |
| 6M | +4.3% | +35.5% | -31.2% | -0.5% |
| YTD | -3.9% | +40.6% | -44.5% | -11.9% |
| 1Y | +18.9% | +49.2% | -30.3% | +4.4% |
| All | +18.9% | +51.4% | -32.5% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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