-27.6%
NRG vs DLTR
+2.9%
-30.4%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.5% | -3.2% |
| 7D | -0.2% | -9.4% | +9.3% | +0.2% |
| 30D | -6.8% | -7.3% | +0.5% | -6.6% |
| 3M | -7.1% | +7.6% | -14.7% | -8.8% |
| 6M | -27.6% | +1.6% | -29.1% | -30.2% |
| All | -27.6% | +2.9% | -30.4% | -30.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling