+135.4%
XLP vs TEAM
+444.3%
-308.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.2% | +0.3% |
| 7D | +2.3% | -22.2% | +24.6% | +3.2% |
| 30D | +9.1% | -28.1% | +37.2% | +10.3% |
| 3M | +7.9% | -2.2% | +10.0% | +7.7% |
| 6M | +9.6% | +62.2% | -52.6% | +6.7% |
| YTD | +19.4% | -8.4% | +27.8% | +19.0% |
| 1Y | +22.4% | -6.6% | +29.0% | +21.8% |
| 3Y | +43.2% | -15.7% | +58.9% | +41.1% |
| 5Y | +42.6% | -65.7% | +108.3% | +44.5% |
| 10Y | +135.4% | +441.0% | -305.5% | +105.2% |
| All | +135.4% | +444.3% | -308.9% | +105.2% |
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