+139.5%
XLP vs TEAM
+445.0%
-305.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.9% | +1.5% |
| 7D | +2.5% | -2.4% | +4.9% | +2.6% |
| 30D | +7.3% | -26.7% | +34.0% | +8.4% |
| 3M | +8.1% | -9.6% | +17.7% | +8.2% |
| 6M | +10.5% | +86.0% | -75.6% | +7.0% |
| YTD | +21.2% | -7.5% | +28.7% | +20.7% |
| 1Y | +22.7% | -1.4% | +24.1% | +21.8% |
| 3Y | +44.8% | -14.3% | +59.1% | +42.6% |
| 5Y | +44.7% | -66.3% | +111.0% | +46.9% |
| All | +139.5% | +445.0% | -305.5% | +108.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling