+3,012.2%
NSC vs DLTR
+11,640.8%
-8,628.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -5.5% | +2.5% | -8.0% | -5.9% |
| 30D | -3.2% | +2.1% | -5.3% | -3.6% |
| 3M | +7.7% | +20.3% | -12.6% | +4.0% |
| 6M | +4.5% | +11.5% | -7.0% | +1.5% |
| YTD | +15.6% | +6.8% | +8.7% | +12.9% |
| 1Y | +19.8% | +31.1% | -11.3% | +12.6% |
| 3Y | +70.1% | +10.7% | +59.4% | +60.2% |
| 5Y | +46.1% | +41.6% | +4.5% | +28.8% |
| 10Y | +328.1% | +58.1% | +270.0% | +259.1% |
| All | +3,012.2% | +11,640.8% | -8,628.6% | +1,348.2% |
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 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