+42.7%
XLP vs TEAM
-59.0%
+101.7%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | -0.7% |
| 7D | +3.5% | -10.2% | +13.7% | +3.7% |
| 30D | +11.6% | -5.5% | +17.1% | +11.6% |
| 3M | +7.6% | +61.7% | -54.1% | +6.0% |
| 6M | +10.0% | +98.5% | -88.4% | +7.5% |
| YTD | +19.7% | +13.0% | +6.7% | +19.2% |
| 1Y | +23.5% | +13.5% | +9.9% | +22.9% |
| 3Y | +44.0% | +3.6% | +40.4% | +41.9% |
| 5Y | +42.7% | -58.4% | +101.1% | +41.6% |
| All | +42.7% | -59.0% | +101.7% | +41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling