-42.5%
NOW vs DLTR
+33.1%
-75.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.6% | -5.7% | -3.5% |
| 7D | -8.7% | +5.0% | -13.8% | -9.4% |
| 30D | -29.3% | +18.7% | -48.0% | -31.8% |
| 3M | -21.8% | +8.9% | -30.7% | -23.4% |
| 6M | +9.2% | +49.4% | -40.2% | -0.2% |
| YTD | -35.0% | +14.5% | -49.5% | -40.2% |
| 1Y | -42.5% | +32.5% | -75.0% | -49.3% |
| All | -42.5% | +33.1% | -75.6% | -49.3% |
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