+44.2%
XLU vs TEAM
-52.7%
+96.9%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -1.6% | -5.2% | +3.6% | -1.5% |
| 30D | -3.3% | +15.8% | -19.1% | -3.7% |
| 3M | -3.2% | +101.5% | -104.6% | -5.2% |
| 6M | -7.0% | +138.2% | -145.1% | -9.8% |
| YTD | +0.6% | +10.8% | -10.2% | +1.0% |
| 1Y | +2.4% | +1.7% | +0.7% | +3.1% |
| 3Y | +46.3% | -16.0% | +62.3% | +46.9% |
| All | +44.2% | -52.7% | +96.9% | +40.1% |
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