+46.6%
NVT vs DLTR
+1.8%
+44.8%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.1% | +4.6% |
| 7D | +4.1% | -10.1% | +14.2% | +2.7% |
| 30D | -5.1% | -8.1% | +3.0% | -6.1% |
| 3M | -1.2% | +2.9% | -4.0% | -1.6% |
| 6M | +46.6% | +4.3% | +42.2% | +50.6% |
| All | +46.6% | +1.8% | +44.8% | +50.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling