+170.4%
NXT vs DLTR
-21.7%
+192.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.6% | +1.0% | -2.7% |
| 7D | -0.2% | -10.2% | +10.0% | +1.9% |
| 30D | -20.0% | -8.5% | -11.5% | -18.7% |
| 3M | -30.9% | +5.6% | -36.5% | -32.2% |
| 6M | -23.8% | +2.2% | -26.0% | -25.0% |
| YTD | -5.4% | -3.8% | -1.7% | -5.6% |
| 1Y | +28.0% | +22.9% | +5.1% | +20.0% |
| 3Y | +93.3% | +2.0% | +91.3% | +84.2% |
| All | +170.4% | -21.7% | +192.1% | +171.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling