+144.6%
XBI vs TEAM
+740.1%
-595.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.9% | +5.8% | +0.4% |
| 7D | -0.9% | -5.7% | +4.8% | +0.3% |
| 30D | +2.9% | +18.3% | -15.4% | -1.4% |
| 3M | +26.2% | +80.2% | -54.0% | +7.1% |
| 6M | +30.7% | +111.0% | -80.3% | +3.6% |
| YTD | +32.9% | +8.8% | +24.1% | +23.8% |
| 1Y | +72.3% | +2.2% | +70.1% | +62.0% |
| 3Y | +107.2% | -14.6% | +121.8% | +92.7% |
| 5Y | +23.2% | -53.8% | +77.0% | +24.4% |
| 10Y | +158.5% | +475.2% | -316.7% | +36.3% |
| All | +144.6% | +740.1% | -595.4% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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