-65.4%
TEAM vs XEL
+51.5%
-116.9%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -2.4% | +2.4% | -4.8% | -2.7% |
| 30D | -26.7% | +8.3% | -35.0% | -27.5% |
| 3M | -9.6% | +4.2% | -13.8% | -10.1% |
| 6M | +86.0% | +3.7% | +82.3% | +84.8% |
| YTD | -7.5% | +13.1% | -20.5% | -10.9% |
| 1Y | -1.4% | +5.0% | -6.4% | -3.0% |
| 3Y | -14.3% | +55.0% | -69.3% | -27.8% |
| All | -65.4% | +51.5% | -116.9% | -69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling