+144.9%
XLP vs TEAM
+772.8%
-627.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | -0.6% |
| 7D | +3.5% | -10.2% | +13.7% | +3.9% |
| 30D | +11.6% | -5.5% | +17.1% | +11.7% |
| 3M | +7.6% | +61.7% | -54.1% | +5.3% |
| 6M | +10.0% | +98.5% | -88.4% | +6.5% |
| YTD | +19.7% | +13.0% | +6.7% | +18.4% |
| 1Y | +23.5% | +13.5% | +9.9% | +22.0% |
| 3Y | +44.0% | +3.6% | +40.4% | +41.0% |
| 5Y | +42.7% | -58.4% | +101.1% | +43.2% |
| 10Y | +131.3% | +581.4% | -450.0% | +103.7% |
| All | +144.9% | +772.8% | -627.9% | +114.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling