+5.8%
XLU vs TEAM
+11.3%
-5.5%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | 0.0% |
| 7D | +0.8% | -0.4% | +1.3% | +0.8% |
| 30D | -1.3% | +67.3% | -68.6% | +1.1% |
| 3M | -1.3% | +86.8% | -88.1% | +2.0% |
| 6M | -7.6% | +146.8% | -154.5% | -2.3% |
| YTD | +2.3% | +16.9% | -14.7% | +4.6% |
| 1Y | +5.8% | +12.8% | -7.0% | +8.2% |
| All | +5.8% | +11.3% | -5.5% | +8.2% |
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 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