+289.5%
XLI vs TEAM
+746.4%
-456.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.5% |
| 3M | -1.9% | +85.9% | -87.8% | -8.6% |
| 6M | +1.0% | +116.7% | -115.6% | -8.4% |
| YTD | +11.3% | +9.6% | +1.7% | +8.6% |
| 1Y | +15.8% | -2.5% | +18.3% | +14.4% |
| 3Y | +69.8% | -14.0% | +83.8% | +66.3% |
| 5Y | +80.9% | -53.1% | +134.0% | +81.1% |
| 10Y | +257.2% | +502.9% | -245.7% | +164.7% |
| All | +289.5% | +746.4% | -456.8% | +182.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling