+802.8%
TEAM vs DLTR
+66.2%
+736.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +66.4% |
| 3M | +86.8% | +20.3% | +66.5% | +80.1% |
| 6M | +146.8% | +11.5% | +135.3% | +140.2% |
| YTD | +16.9% | +6.8% | +10.1% | +14.4% |
| 1Y | +12.8% | +31.1% | -18.3% | +5.6% |
| 3Y | -7.3% | +10.7% | -18.0% | -12.4% |
| 5Y | -50.7% | +41.6% | -92.3% | -54.5% |
| 10Y | +529.8% | +58.1% | +471.7% | +452.9% |
| All | +802.8% | +66.2% | +736.5% | +670.7% |
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