+614.2%
TEAM vs XEL
+227.1%
+387.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -2.4% | +2.4% | -4.8% | -2.8% |
| 30D | -26.7% | +8.3% | -35.0% | -27.7% |
| 3M | -9.6% | +4.2% | -13.8% | -10.3% |
| 6M | +86.0% | +3.7% | +82.3% | +84.4% |
| YTD | -7.5% | +13.1% | -20.5% | -10.5% |
| 1Y | -1.4% | +5.0% | -6.4% | -3.0% |
| 3Y | -14.3% | +55.0% | -69.3% | -24.0% |
| 5Y | -66.3% | +51.8% | -118.1% | -69.8% |
| 10Y | +445.6% | +185.6% | +260.0% | +419.1% |
| All | +614.2% | +227.1% | +387.1% | +836.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling