+323.8%
SN vs DLTR
-18.5%
+342.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.6% | +6.6% | +2.3% |
| 7D | +0.1% | -5.8% | +5.9% | +1.5% |
| 30D | -5.6% | -5.2% | -0.4% | -4.7% |
| 3M | +48.1% | +15.2% | +32.9% | +42.3% |
| 6M | +57.6% | +7.1% | +50.5% | +53.1% |
| YTD | +56.5% | +0.8% | +55.7% | +54.0% |
| 1Y | +52.6% | +24.8% | +27.8% | +43.6% |
| 3Y | +412.0% | +6.9% | +405.1% | +367.7% |
| All | +323.8% | -18.5% | +342.3% | +209.6% |
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