-29.8%
NOW vs DLTR
+19.6%
-49.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.6% | +2.2% | -1.3% |
| 7D | -4.1% | -10.2% | +6.1% | -1.7% |
| 30D | +2.9% | -8.5% | +11.4% | +4.7% |
| 3M | +22.6% | +5.6% | +17.0% | +21.1% |
| 6M | +7.5% | +2.2% | +5.3% | +4.2% |
| YTD | -14.4% | -3.8% | -10.7% | -17.1% |
| 1Y | -29.8% | +22.9% | -52.7% | -37.9% |
| All | -29.8% | +19.6% | -49.4% | -37.9% |
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