+12.8%
TEAM vs DLTR
+29.2%
-16.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.7% |
| 7D | -0.4% | +2.5% | -2.9% | -1.0% |
| 30D | +67.3% | +2.1% | +65.2% | +66.3% |
| 3M | +86.8% | +20.3% | +66.5% | +81.0% |
| 6M | +146.8% | +11.5% | +135.3% | +139.8% |
| YTD | +16.9% | +6.8% | +10.1% | +13.6% |
| 1Y | +12.8% | +31.1% | -18.3% | -1.1% |
| All | +12.8% | +29.2% | -16.5% | -1.1% |
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