+218.0%
XLE vs TEAM
-50.6%
+268.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.8% | -0.8% |
| 7D | +2.2% | -0.4% | +2.6% | +2.2% |
| 30D | +11.8% | +67.3% | -55.5% | +9.1% |
| 3M | +9.8% | +86.8% | -77.0% | +6.4% |
| 6M | +15.6% | +146.8% | -131.2% | +9.8% |
| YTD | +45.3% | +16.9% | +28.3% | +44.4% |
| 1Y | +48.3% | +12.8% | +35.5% | +47.5% |
| 3Y | +55.4% | -7.3% | +62.7% | +54.4% |
| All | +218.0% | -50.6% | +268.5% | +221.1% |
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