+72.4%
XLI vs TEAM
-14.9%
+87.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.9% | +6.5% | -0.2% |
| 7D | +1.0% | -5.7% | +6.7% | +1.2% |
| 30D | -5.8% | +18.3% | -24.2% | -6.6% |
| 3M | +0.7% | +80.2% | -79.5% | -2.6% |
| 6M | +3.2% | +111.0% | -107.8% | -1.7% |
| YTD | +13.0% | +8.8% | +4.2% | +16.5% |
| 1Y | +16.8% | +2.2% | +14.6% | +21.0% |
| 3Y | +72.4% | -14.6% | +87.0% | +77.1% |
| All | +72.4% | -14.9% | +87.3% | +77.1% |
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