+872.0%
XLK vs TEAM
+740.1%
+131.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.9% | +7.3% | +1.7% |
| 7D | +2.3% | -5.7% | +8.0% | +3.4% |
| 30D | -0.1% | +18.3% | -18.4% | -3.7% |
| 3M | +2.1% | +80.2% | -78.1% | -11.7% |
| 6M | +37.2% | +111.0% | -73.8% | +12.0% |
| YTD | +30.8% | +8.8% | +22.0% | +23.1% |
| 1Y | +42.6% | +2.2% | +40.5% | +35.4% |
| 3Y | +121.8% | -14.6% | +136.4% | +110.7% |
| 5Y | +145.7% | -53.8% | +199.5% | +148.1% |
| 10Y | +782.1% | +475.2% | +306.9% | +457.8% |
| All | +872.0% | +740.1% | +131.9% | +498.0% |
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