+18.9%
DLTR vs SAN
+51.4%
-32.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -1.0% |
| 7D | -10.1% | +0.2% | -10.3% | -10.1% |
| 30D | -8.1% | +0.9% | -9.1% | -8.4% |
| 3M | +2.9% | +19.1% | -16.3% | -2.1% |
| 6M | +4.3% | +33.2% | -28.9% | -4.3% |
| YTD | -3.9% | +29.1% | -33.0% | -14.0% |
| 1Y | +18.9% | +50.2% | -31.3% | -4.4% |
| All | +18.9% | +51.4% | -32.5% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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