+2,771.1%
NOW vs DLTR
+146.4%
+2,624.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.0% |
| 7D | -2.4% | +2.5% | -4.8% | -3.0% |
| 30D | +20.5% | +2.1% | +18.4% | +19.7% |
| 3M | +18.3% | +20.3% | -1.9% | +13.3% |
| 6M | +24.1% | +11.5% | +12.5% | +20.1% |
| YTD | -7.8% | +6.8% | -14.6% | -10.2% |
| 1Y | -21.4% | +31.1% | -52.5% | -27.2% |
| 3Y | +19.5% | +10.7% | +8.9% | +11.1% |
| 5Y | +4.1% | +41.6% | -37.5% | -12.5% |
| 10Y | +826.4% | +58.1% | +768.3% | +584.3% |
| All | +2,771.1% | +146.4% | +2,624.7% | +1,366.1% |
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