+128.8%
XLP vs TEAM
+495.8%
-367.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.9% |
| 7D | +0.1% | -17.2% | +17.3% | +0.7% |
| 30D | +8.9% | -25.1% | +34.0% | +10.0% |
| 3M | +7.5% | +3.9% | +3.6% | +7.1% |
| 6M | +9.4% | +69.1% | -59.7% | +6.4% |
| YTD | +19.3% | -4.5% | +23.7% | +18.6% |
| 1Y | +21.7% | -1.9% | +23.6% | +20.9% |
| 3Y | +44.0% | -9.3% | +53.3% | +41.4% |
| 5Y | +42.8% | -65.2% | +107.9% | +44.7% |
| 10Y | +128.8% | +467.0% | -338.2% | +99.2% |
| All | +128.8% | +495.8% | -367.0% | +99.2% |
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 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