+15.1%
TEAM vs DLTR
+45.2%
-30.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.6% | -10.3% | -1.9% |
| 7D | -13.7% | +15.6% | -29.3% | -15.7% |
| 30D | -3.4% | +29.9% | -33.3% | -7.8% |
| 3M | +72.1% | +12.5% | +59.7% | +68.8% |
| 6M | +103.8% | +56.3% | +47.5% | +91.2% |
| YTD | +17.1% | +19.5% | -2.4% | +11.2% |
| 1Y | +15.1% | +44.0% | -28.9% | +1.8% |
| All | +15.1% | +45.2% | -30.1% | +1.8% |
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