+15.6%
SNPS vs DLTR
+34.7%
-19.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.6% | -1.8% |
| 7D | +1.1% | +5.3% | -4.2% | +1.4% |
| 30D | -5.2% | +13.4% | -18.6% | -3.9% |
| 3M | +10.6% | +6.6% | +4.0% | +11.3% |
| 6M | -10.6% | +59.1% | -69.7% | -10.6% |
| YTD | -3.1% | +12.3% | -15.3% | +2.6% |
| 1Y | +15.6% | +33.9% | -18.3% | +21.4% |
| All | +15.6% | +34.7% | -19.2% | +21.4% |
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