+70.9%
NVT vs DLTR
+29.2%
+41.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.6% |
| 7D | +5.1% | +2.5% | +2.6% | +5.0% |
| 30D | -3.7% | +2.1% | -5.8% | -3.7% |
| 3M | -10.1% | +20.3% | -30.4% | -11.4% |
| 6M | +37.5% | +11.5% | +25.9% | +38.8% |
| YTD | +53.7% | +6.8% | +46.9% | +56.0% |
| 1Y | +70.9% | +31.1% | +39.8% | +61.4% |
| All | +70.9% | +29.2% | +41.6% | +61.4% |
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