-14.9%
SNPS vs DLTR
+1.6%
-16.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.6% | +4.9% | +0.4% |
| 7D | -5.5% | -10.2% | +4.8% | -5.2% |
| 30D | -4.5% | -8.5% | +4.0% | -4.3% |
| 3M | -15.5% | +5.6% | -21.0% | -15.8% |
| 6M | -10.1% | +2.2% | -12.3% | -10.0% |
| YTD | -16.3% | -3.8% | -12.5% | -15.9% |
| 1Y | -34.9% | +22.9% | -57.9% | -35.9% |
| All | -14.9% | +1.6% | -16.5% | -15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling