-18.6%
NRG vs DLTR
+29.2%
-47.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.3% | +6.1% | +6.4% |
| 7D | +7.1% | +2.5% | +4.6% | +6.8% |
| 30D | -1.4% | +2.1% | -3.5% | -1.7% |
| 3M | -10.5% | +20.3% | -30.7% | -13.2% |
| 6M | -26.7% | +11.5% | -38.3% | -28.2% |
| YTD | -24.5% | +6.8% | -31.4% | -25.5% |
| 1Y | -18.6% | +31.1% | -49.7% | -25.0% |
| All | -18.6% | +29.2% | -47.8% | -25.0% |
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 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