+125.5%
XLP vs TEAM
+802.8%
-677.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.7% |
| 7D | -1.0% | -0.4% | -0.6% | -1.0% |
| 30D | -0.9% | +67.3% | -68.2% | -3.0% |
| 3M | +3.8% | +86.8% | -83.0% | +1.0% |
| 6M | -1.7% | +146.8% | -148.6% | -5.8% |
| YTD | +10.3% | +16.9% | -6.7% | +9.0% |
| 1Y | +7.8% | +12.8% | -5.0% | +6.7% |
| 3Y | +27.2% | -7.3% | +34.5% | +25.4% |
| 5Y | +32.5% | -50.7% | +83.2% | +31.9% |
| 10Y | +101.8% | +529.8% | -428.0% | +78.2% |
| All | +125.5% | +802.8% | -677.3% | +97.6% |
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 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