+170.7%
XLE vs TEAM
+476.5%
-305.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.9% | +8.0% | +1.5% |
| 7D | 0.0% | -5.7% | +5.7% | +0.3% |
| 30D | +12.6% | +18.3% | -5.7% | +11.4% |
| 3M | +11.8% | +80.2% | -68.4% | +7.0% |
| 6M | +16.1% | +111.0% | -94.9% | +9.0% |
| YTD | +46.9% | +8.8% | +38.1% | +44.8% |
| 1Y | +53.3% | +2.2% | +51.1% | +51.7% |
| 3Y | +54.9% | -14.6% | +69.5% | +52.8% |
| 5Y | +225.7% | -53.8% | +279.5% | +226.4% |
| 10Y | +170.7% | +475.2% | -304.6% | +106.2% |
| All | +170.7% | +476.5% | -305.9% | +106.2% |
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