+58.1%
XLE vs TEAM
-13.4%
+71.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -16.2% | +16.1% | +0.4% |
| 7D | -12.0% | -19.8% | +7.8% | -11.6% |
| 30D | -2.7% | -21.5% | +18.8% | -2.3% |
| 3M | +6.6% | +39.5% | -32.9% | +5.5% |
| 6M | +9.5% | +73.1% | -63.5% | +7.2% |
| YTD | +40.6% | -5.2% | +45.8% | +43.7% |
| 1Y | +43.6% | -1.6% | +45.2% | +46.3% |
| 3Y | +58.1% | -11.4% | +69.5% | +56.6% |
| All | +58.1% | -13.4% | +71.5% | +56.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling