-91.0%
SNDQ vs DLTR
+44.2%
-135.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +9.6% | +5.6% | +8.2% |
| 7D | +66.1% | +15.6% | +50.6% | +52.4% |
| 30D | +122.5% | +29.9% | +92.7% | +92.2% |
| 3M | +11.6% | +12.5% | -0.9% | +3.4% |
| 6M | -82.2% | +56.3% | -138.5% | -85.2% |
| All | -91.0% | +44.2% | -135.2% | -91.4% |
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 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