+448.1%
SN vs DLTR
-7.5%
+455.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -3.9% | -1.9% |
| 7D | +7.6% | +5.0% | +2.5% | +6.1% |
| 30D | +22.4% | +18.7% | +3.7% | +17.3% |
| 3M | +21.7% | +8.9% | +12.8% | +18.5% |
| 6M | +102.8% | +49.4% | +53.4% | +81.9% |
| YTD | +102.4% | +14.5% | +87.9% | +92.7% |
| 1Y | +139.0% | +32.5% | +106.5% | +120.7% |
| 3Y | +440.4% | +23.4% | +416.9% | +391.0% |
| All | +448.1% | -7.5% | +455.5% | +287.4% |
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