+802.8%
TEAM vs XHB
+219.5%
+583.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.6% | -3.2% |
| 7D | -0.4% | -1.3% | +0.9% | +0.3% |
| 30D | +67.3% | -6.9% | +74.2% | +74.7% |
| 3M | +86.8% | -1.3% | +88.0% | +86.5% |
| 6M | +146.8% | -6.8% | +153.6% | +151.0% |
| YTD | +16.9% | +0.7% | +16.2% | +11.9% |
| 1Y | +12.8% | -11.2% | +24.0% | +16.7% |
| 3Y | -7.3% | +25.3% | -32.6% | -26.1% |
| 5Y | -50.7% | +37.3% | -88.0% | -63.3% |
| 10Y | +529.8% | +211.5% | +318.3% | +183.2% |
| All | +802.8% | +219.5% | +583.3% | +285.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling