-14.6%
TEAM vs XHB
+26.5%
-41.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.4% | -4.5% | -6.0% |
| 7D | -5.7% | +0.2% | -5.9% | -5.7% |
| 30D | +18.3% | -9.1% | +27.4% | +22.5% |
| 3M | +80.2% | -2.3% | +82.5% | +80.9% |
| 6M | +111.0% | -4.1% | +115.1% | +111.4% |
| YTD | +8.8% | -1.7% | +10.5% | +6.3% |
| 1Y | +2.2% | -15.1% | +17.3% | +8.2% |
| 3Y | -14.6% | +26.8% | -41.4% | -35.8% |
| All | -14.6% | +26.5% | -41.1% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 3y: compounded portfolio wealth divided by compounded XHB 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…
3y analysis · Full analysis span regression · 6 months rolling