+43.4%
XLK vs TEAM
+11.3%
+32.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +0.8% |
| 7D | +0.9% | -0.4% | +1.3% | +0.9% |
| 30D | +0.7% | +67.3% | -66.6% | -1.1% |
| 3M | -2.9% | +86.8% | -89.7% | -4.6% |
| 6M | +34.3% | +146.8% | -112.6% | +28.6% |
| YTD | +30.4% | +16.9% | +13.5% | +33.9% |
| 1Y | +43.4% | +12.8% | +30.6% | +46.2% |
| All | +43.4% | +11.3% | +32.1% | +46.2% |
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 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