+117.5%
XLK vs TEAM
-14.3%
+131.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.5% |
| 7D | -0.4% | -7.8% | +7.4% | +0.6% |
| 30D | -0.5% | +16.5% | -17.0% | -2.5% |
| 3M | +5.0% | +96.2% | -91.2% | -5.3% |
| 6M | +32.9% | +130.2% | -97.3% | +14.8% |
| YTD | +29.0% | +10.7% | +18.2% | +29.3% |
| 1Y | +37.8% | +3.0% | +34.8% | +39.9% |
| All | +117.5% | -14.3% | +131.8% | +123.8% |
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