+166.9%
XLE vs TEAM
-66.4%
+233.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.0% |
| 7D | +5.4% | -2.4% | +7.8% | +5.5% |
| 30D | -3.9% | -26.7% | +22.8% | -2.8% |
| 3M | +7.0% | -9.6% | +16.7% | +7.2% |
| 6M | +14.2% | +86.0% | -71.8% | +9.9% |
| YTD | +48.2% | -7.5% | +55.7% | +48.4% |
| 1Y | +47.7% | -1.4% | +49.0% | +47.2% |
| 3Y | +70.0% | -14.3% | +84.3% | +68.7% |
| All | +166.9% | -66.4% | +233.3% | +174.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling