+163.9%
XLE vs TEAM
+495.8%
-331.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.5% |
| 7D | -7.9% | -17.2% | +9.3% | -7.0% |
| 30D | -4.8% | -25.1% | +20.3% | -3.4% |
| 3M | +8.4% | +3.9% | +4.5% | +7.7% |
| 6M | +12.7% | +69.1% | -56.4% | +7.7% |
| YTD | +41.3% | -4.5% | +45.7% | +40.2% |
| 1Y | +42.3% | -1.9% | +44.2% | +40.8% |
| 3Y | +65.1% | -9.3% | +74.4% | +61.5% |
| 5Y | +150.2% | -65.2% | +215.3% | +156.2% |
| 10Y | +163.9% | +467.0% | -303.1% | +110.2% |
| All | +163.9% | +495.8% | -331.8% | +110.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling