+65.0%
XLF vs TEAM
-52.7%
+117.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.4% | -0.4% |
| 7D | -2.9% | -7.8% | +4.9% | -2.1% |
| 30D | -1.6% | +16.5% | -18.2% | -3.3% |
| 3M | +9.3% | +96.2% | -86.9% | +0.7% |
| 6M | +14.6% | +130.2% | -115.6% | +2.5% |
| YTD | +4.7% | +10.7% | -6.0% | +1.9% |
| 1Y | +8.6% | +3.0% | +5.6% | +6.5% |
| 3Y | +73.9% | -13.1% | +86.9% | +69.6% |
| 5Y | +65.0% | -52.7% | +117.8% | +63.4% |
| All | +65.0% | -52.7% | +117.7% | +63.4% |
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