+215.2%
XLE vs TEAM
+802.8%
-587.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.8% | -0.7% |
| 7D | +2.2% | -0.4% | +2.6% | +2.2% |
| 30D | +11.8% | +67.3% | -55.5% | +7.7% |
| 3M | +9.8% | +86.8% | -77.0% | +4.8% |
| 6M | +15.6% | +146.8% | -131.2% | +7.2% |
| YTD | +45.3% | +16.9% | +28.3% | +42.4% |
| 1Y | +48.3% | +12.8% | +35.5% | +45.6% |
| 3Y | +55.4% | -7.3% | +62.7% | +52.3% |
| 5Y | +216.1% | -50.7% | +266.8% | +214.9% |
| 10Y | +178.4% | +529.8% | -351.4% | +108.9% |
| All | +215.2% | +802.8% | -587.5% | +131.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling