+10,011.0%
DLTR vs NTRS
+4,177.3%
+5,833.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.8% |
| 7D | -10.1% | +1.4% | -11.5% | -10.5% |
| 30D | -8.1% | -0.7% | -7.5% | -7.9% |
| 3M | +2.9% | +11.3% | -8.5% | -1.0% |
| 6M | +4.3% | +35.5% | -31.2% | -6.3% |
| YTD | -3.9% | +40.6% | -44.5% | -15.2% |
| 1Y | +18.9% | +49.2% | -30.3% | +2.8% |
| 3Y | +1.9% | +167.2% | -165.3% | -28.6% |
| 5Y | +31.0% | +94.9% | -63.9% | -0.6% |
| 10Y | +44.8% | +259.5% | -214.7% | -15.3% |
| All | +10,011.0% | +4,177.3% | +5,833.7% | +1,531.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling