+82.5%
NUE vs DLTR
+29.2%
+53.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | +4.2% | +2.5% | +1.8% | +3.9% |
| 30D | -5.0% | +2.1% | -7.0% | -5.3% |
| 3M | -0.2% | +20.3% | -20.5% | -2.6% |
| 6M | +49.1% | +11.5% | +37.6% | +48.4% |
| YTD | +61.0% | +6.8% | +54.2% | +61.0% |
| 1Y | +82.5% | +31.1% | +51.4% | +66.5% |
| All | +82.5% | +29.2% | +53.3% | +66.5% |
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