+502.9%
TEAM vs XRT
+120.9%
+382.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.4% | +1.8% |
| 7D | -4.7% | -2.4% | -2.3% | -3.1% |
| 30D | +17.0% | -6.9% | +24.0% | +22.5% |
| 3M | +85.9% | -0.4% | +86.3% | +87.0% |
| 6M | +116.7% | +2.2% | +114.4% | +113.4% |
| YTD | +9.6% | -0.7% | +10.3% | +9.7% |
| 1Y | -2.5% | -2.0% | -0.5% | -1.8% |
| 3Y | -14.0% | +41.0% | -55.0% | -30.8% |
| 5Y | -53.1% | -3.3% | -49.8% | -54.8% |
| 10Y | +502.9% | +124.8% | +378.1% | +304.9% |
| All | +502.9% | +120.9% | +382.0% | +304.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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