+39.2%
SN vs DLTR
+19.1%
+20.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.9% |
| 7D | -7.3% | -10.1% | +2.8% | -3.7% |
| 30D | -13.6% | -8.1% | -5.5% | -11.4% |
| 3M | +18.6% | +2.9% | +15.7% | +15.5% |
| 6M | +46.0% | +4.3% | +41.6% | +40.9% |
| YTD | +43.7% | -3.9% | +47.6% | +43.3% |
| 1Y | +39.2% | +18.9% | +20.3% | +24.1% |
| All | +39.2% | +19.1% | +20.1% | +24.1% |
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