+14.3%
XLI vs TEAM
+2.1%
+12.1%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -1.7% | -5.2% | +3.6% | -1.8% |
| 30D | -7.3% | +15.8% | -23.0% | -6.7% |
| 3M | -1.3% | +101.5% | -102.8% | +1.9% |
| 6M | +2.2% | +138.2% | -135.9% | +6.9% |
| YTD | +11.7% | +10.8% | +0.9% | +18.8% |
| 1Y | +14.3% | +1.7% | +12.6% | +20.6% |
| All | +14.3% | +2.1% | +12.1% | +20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling