+53.3%
XLE vs TEAM
+2.0%
+51.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.9% | +8.0% | +0.9% |
| 7D | 0.0% | -5.7% | +5.7% | -0.2% |
| 30D | +12.6% | +18.3% | -5.7% | +13.3% |
| 3M | +11.8% | +80.2% | -68.4% | +14.6% |
| 6M | +16.1% | +111.0% | -94.9% | +19.6% |
| YTD | +46.9% | +8.8% | +38.1% | +48.2% |
| 1Y | +53.3% | +2.2% | +51.1% | +52.7% |
| All | +53.3% | +2.0% | +51.3% | +52.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling