+21.0%
XLP vs TEAM
-4.0%
+25.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -0.2% | -16.9% | +16.7% | -0.4% |
| 30D | +8.2% | -26.8% | +35.0% | +7.8% |
| 3M | +7.7% | -1.9% | +9.6% | +7.7% |
| 6M | +9.3% | +79.2% | -69.9% | +10.5% |
| YTD | +19.5% | -6.1% | +25.6% | +15.7% |
| 1Y | +21.0% | -2.1% | +23.1% | +16.5% |
| All | +21.0% | -4.0% | +25.0% | +16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling