-8.2%
NVO vs DLTR
+45.2%
-53.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +9.6% | -4.7% | +2.4% |
| 7D | +10.2% | +15.6% | -5.4% | +6.1% |
| 30D | +12.4% | +29.9% | -17.5% | +5.1% |
| 3M | -3.5% | +12.5% | -16.0% | -6.7% |
| 6M | -3.8% | +56.3% | -60.1% | -13.6% |
| YTD | -13.0% | +19.5% | -32.5% | -15.8% |
| 1Y | -8.2% | +44.0% | -52.2% | -19.9% |
| All | -8.2% | +45.2% | -53.4% | -19.9% |
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