-10.8%
NVTS vs DLTR
+45.2%
-56.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +9.6% | -0.6% | +10.5% |
| 7D | -0.3% | +15.6% | -15.9% | +2.1% |
| 30D | -24.4% | +29.9% | -54.3% | -20.9% |
| 3M | -26.5% | +12.5% | -38.9% | -24.5% |
| 6M | -41.4% | +56.3% | -97.7% | -37.7% |
| YTD | +30.7% | +19.5% | +11.2% | +40.7% |
| 1Y | -10.8% | +44.0% | -54.8% | -10.1% |
| All | -10.8% | +45.2% | -56.0% | -10.1% |
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