+3,035.0%
SNPS vs DLTR
+11,640.8%
-8,605.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.3% | -5.7% | -5.5% |
| 7D | -11.0% | +2.5% | -13.5% | -11.5% |
| 30D | -1.7% | +2.1% | -3.8% | -2.4% |
| 3M | -20.4% | +20.3% | -40.6% | -23.6% |
| 6M | -8.6% | +11.5% | -20.1% | -11.9% |
| YTD | -16.2% | +6.8% | -23.0% | -18.6% |
| 1Y | -34.6% | +31.1% | -65.7% | -39.5% |
| 3Y | -14.5% | +10.7% | -25.1% | -20.8% |
| 5Y | +17.0% | +41.6% | -24.6% | -0.1% |
| 10Y | +560.0% | +58.1% | +501.9% | +425.6% |
| All | +3,035.0% | +11,640.8% | -8,605.8% | +960.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling