+71.5%
XLI vs TEAM
-13.9%
+85.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.3% |
| 7D | +3.8% | -2.4% | +6.2% | +3.9% |
| 30D | +1.0% | -26.7% | +27.8% | +2.2% |
| 3M | -8.9% | -9.6% | +0.7% | -8.8% |
| 6M | -2.3% | +86.0% | -88.3% | -6.1% |
| YTD | +9.7% | -7.5% | +17.2% | +13.9% |
| 1Y | +12.3% | -1.4% | +13.7% | +15.5% |
| 3Y | +71.5% | -14.3% | +85.8% | +74.6% |
| All | +71.5% | -13.9% | +85.4% | +74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling