+4.5%
DLTR vs NVDX
+772.1%
-767.6%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -10.1% | -10.2% | +0.1% | -9.9% |
| 30D | -8.1% | -7.3% | -0.8% | -8.0% |
| 3M | +2.9% | +5.5% | -2.7% | +2.5% |
| 6M | +4.3% | +18.3% | -13.9% | +3.3% |
| YTD | -3.9% | +11.4% | -15.4% | -4.9% |
| 1Y | +18.9% | +12.7% | +6.2% | +17.4% |
| All | +4.5% | +772.1% | -767.6% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 5y: compounded portfolio wealth divided by compounded NVDX 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…
5y analysis · Full analysis span regression · 6 months rolling