+3,836.1%
NUE vs DLTR
+10,500.9%
-6,664.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.0% |
| 7D | -2.7% | -9.4% | +6.8% | -0.8% |
| 30D | -6.1% | -7.3% | +1.3% | -4.8% |
| 3M | +2.2% | +7.6% | -5.3% | +0.4% |
| 6M | +50.8% | +1.6% | +49.2% | +48.6% |
| YTD | +57.5% | -3.5% | +61.1% | +56.6% |
| 1Y | +82.5% | +20.0% | +62.4% | +73.1% |
| 3Y | +61.7% | +2.3% | +59.4% | +53.9% |
| 5Y | +145.1% | +31.5% | +113.6% | +117.0% |
| 10Y | +577.8% | +45.4% | +532.4% | +472.3% |
| All | +3,836.1% | +10,500.9% | -6,664.7% | +1,575.8% |
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