+600,900.0%
NVDA vs DLTR
+1,229.0%
+599,671.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.6% | +3.6% | -0.5% |
| 7D | +3.8% | -5.8% | +9.6% | +5.5% |
| 30D | +0.8% | -5.2% | +6.0% | +2.0% |
| 3M | +8.2% | +15.2% | -7.0% | +3.3% |
| 6M | +27.1% | +7.1% | +20.0% | +22.4% |
| YTD | +21.2% | +0.8% | +20.3% | +18.2% |
| 1Y | +34.3% | +24.8% | +9.5% | +22.5% |
| 3Y | +396.3% | +6.9% | +389.3% | +349.4% |
| 5Y | +913.8% | +33.2% | +880.5% | +725.7% |
| 10Y | +14,572.5% | +51.6% | +14,520.9% | +10,813.9% |
| All | +600,900.0% | +1,229.0% | +599,671.0% | +247,588.7% |
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