+494.4%
TEAM vs XEL
+151.6%
+342.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -5.2% | -0.3% | -4.9% | -5.2% |
| 30D | +15.8% | -3.9% | +19.7% | +16.6% |
| 3M | +101.5% | -2.8% | +104.3% | +102.4% |
| 6M | +138.2% | -5.4% | +143.6% | +139.3% |
| YTD | +10.8% | +3.8% | +7.1% | +8.6% |
| 1Y | +1.7% | +6.8% | -5.1% | -1.4% |
| 3Y | -16.0% | +45.6% | -61.6% | -26.0% |
| 5Y | -52.7% | +30.7% | -83.4% | -57.1% |
| All | +494.4% | +151.6% | +342.9% | +405.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling