+20.7%
XLK vs TEAM
+8.9%
+11.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | -7.6% | -13.7% | +6.1% | -7.1% |
| 30D | -12.2% | -3.4% | -8.7% | -12.0% |
| 3M | -5.5% | +72.1% | -77.6% | -7.2% |
| 6M | +9.2% | +103.8% | -94.6% | +6.8% |
| YTD | +23.0% | +17.1% | +5.9% | +30.9% |
| 1Y | +20.7% | +15.1% | +5.6% | +29.1% |
| All | +20.7% | +8.9% | +11.8% | +29.1% |
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 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