+148.7%
XLK vs TEAM
-52.7%
+201.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.3% | +1.3% |
| 7D | +0.2% | -5.2% | +5.4% | +1.1% |
| 30D | -0.6% | +15.8% | -16.4% | -3.5% |
| 3M | +2.6% | +101.5% | -98.9% | -12.2% |
| 6M | +34.0% | +138.2% | -104.2% | +8.2% |
| YTD | +30.7% | +10.8% | +19.8% | +24.7% |
| 1Y | +39.2% | +1.7% | +37.5% | +35.0% |
| 3Y | +120.4% | -16.0% | +136.5% | +114.4% |
| All | +148.7% | -52.7% | +201.4% | +154.2% |
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 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