+173.9%
XLE vs TEAM
+456.1%
-282.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | +1.7% |
| 7D | -0.2% | -19.7% | +19.5% | +1.0% |
| 30D | -4.0% | -26.6% | +22.6% | -2.4% |
| 3M | +4.6% | -1.1% | +5.7% | +4.3% |
| 6M | +12.3% | +74.6% | -62.3% | +7.2% |
| YTD | +44.5% | -6.0% | +50.5% | +43.5% |
| 1Y | +42.4% | -3.2% | +45.7% | +41.0% |
| 3Y | +67.0% | -13.5% | +80.6% | +64.0% |
| 5Y | +161.9% | -65.5% | +227.4% | +168.3% |
| 10Y | +173.9% | +454.5% | -280.7% | +118.6% |
| All | +173.9% | +456.1% | -282.3% | +118.6% |
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