+1,924.6%
NOW vs DLTR
+164.1%
+1,760.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.6% | -5.7% | -3.6% |
| 7D | -8.7% | +5.0% | -13.8% | -9.9% |
| 30D | -29.3% | +18.7% | -48.0% | -32.3% |
| 3M | -21.8% | +8.9% | -30.7% | -23.9% |
| 6M | +9.2% | +49.4% | -40.2% | -1.2% |
| YTD | -35.0% | +14.5% | -49.5% | -38.0% |
| 1Y | -42.5% | +32.5% | -75.0% | -47.1% |
| 3Y | -21.5% | +23.4% | -45.0% | -29.4% |
| 5Y | -25.8% | +26.2% | -51.9% | -35.3% |
| 10Y | +506.3% | +82.4% | +423.9% | +326.4% |
| All | +1,924.6% | +164.1% | +1,760.5% | +912.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling