-52.7%
TEAM vs DLTR
+29.9%
-82.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -7.8% | -9.4% | +1.7% | -5.5% |
| 30D | +16.5% | -7.3% | +23.9% | +18.5% |
| 3M | +96.2% | +7.6% | +88.6% | +92.8% |
| 6M | +130.2% | +1.6% | +128.6% | +128.1% |
| YTD | +10.7% | -3.5% | +14.3% | +10.5% |
| 1Y | +3.0% | +20.0% | -17.0% | -3.0% |
| 3Y | -13.1% | +2.3% | -15.4% | -16.6% |
| 5Y | -52.7% | +31.5% | -84.3% | -49.9% |
| All | -52.7% | +29.9% | -82.6% | -49.9% |
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