+41.6%
XLE vs TEAM
-5.7%
+47.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.5% | +0.3% |
| 7D | -6.7% | -22.2% | +15.5% | -7.4% |
| 30D | -4.4% | -28.1% | +23.7% | -5.4% |
| 3M | +4.0% | -2.2% | +6.1% | +4.2% |
| 6M | +13.2% | +62.2% | -49.1% | +16.3% |
| YTD | +41.9% | -8.4% | +50.2% | +35.7% |
| 1Y | +41.6% | -6.6% | +48.3% | +34.5% |
| All | +41.6% | -5.7% | +47.3% | +34.5% |
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