+15.6%
XLE vs TEAM
+144.6%
-129.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.8% | -0.9% |
| 7D | +2.2% | -0.4% | +2.6% | +2.2% |
| 30D | +11.8% | +67.3% | -55.5% | +13.6% |
| 3M | +9.8% | +86.8% | -77.0% | +12.2% |
| 6M | +15.6% | +146.8% | -131.2% | +16.9% |
| All | +15.6% | +144.6% | -129.0% | +16.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling