+80.9%
XLI vs TEAM
-53.2%
+134.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.3% | -1.6% |
| 7D | -0.6% | -4.7% | +4.1% | -0.2% |
| 30D | -6.9% | +17.0% | -24.0% | -8.2% |
| 3M | -1.9% | +85.9% | -87.8% | -7.7% |
| 6M | +1.0% | +116.7% | -115.6% | -7.3% |
| YTD | +11.3% | +9.6% | +1.7% | +10.2% |
| 1Y | +15.8% | -2.5% | +18.3% | +16.1% |
| 3Y | +69.8% | -14.0% | +83.8% | +68.8% |
| 5Y | +80.9% | -53.1% | +134.0% | +84.5% |
| All | +80.9% | -53.2% | +134.1% | +84.5% |
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