-65.4%
TEAM vs DLTR
+12.1%
-77.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.7% | -0.9% |
| 7D | -2.4% | +5.3% | -7.7% | -3.7% |
| 30D | -26.7% | +13.4% | -40.1% | -29.2% |
| 3M | -9.6% | +6.6% | -16.2% | -11.6% |
| 6M | +86.0% | +59.1% | +27.0% | +63.9% |
| YTD | -7.5% | +12.3% | -19.7% | -11.6% |
| 1Y | -1.4% | +33.9% | -35.2% | -10.5% |
| 3Y | -14.3% | +23.0% | -37.3% | -22.5% |
| All | -65.4% | +12.1% | -77.6% | -66.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling