+10,513.3%
DLTR vs SAN
+2,348.5%
+8,164.8%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.5% |
| 7D | -5.8% | +3.3% | -9.2% | -6.6% |
| 30D | -5.2% | +1.1% | -6.3% | -5.5% |
| 3M | +15.2% | +22.2% | -7.0% | +9.6% |
| 6M | +7.1% | +36.0% | -28.9% | -0.9% |
| YTD | +0.8% | +28.2% | -27.4% | -5.9% |
| 1Y | +24.8% | +54.1% | -29.3% | +11.5% |
| 3Y | +6.9% | +354.2% | -347.3% | -27.3% |
| 5Y | +33.2% | +387.3% | -354.0% | -13.2% |
| 10Y | +51.6% | +334.8% | -283.3% | -4.0% |
| All | +10,513.3% | +2,348.5% | +8,164.8% | +3,428.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling