+183.8%
XLU vs TEAM
+746.4%
-562.6%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.2% |
| 7D | +0.6% | -4.7% | +5.3% | +0.8% |
| 30D | -0.4% | +17.0% | -17.5% | -1.1% |
| 3M | -1.7% | +85.9% | -87.6% | -4.3% |
| 6M | -7.1% | +116.7% | -123.8% | -10.5% |
| YTD | +1.9% | +9.6% | -7.7% | +1.4% |
| 1Y | +6.1% | -2.5% | +8.6% | +6.1% |
| 3Y | +48.8% | -14.0% | +62.7% | +47.9% |
| 5Y | +43.8% | -53.1% | +96.9% | +43.6% |
| 10Y | +143.2% | +502.9% | -359.7% | +126.8% |
| All | +183.8% | +746.4% | -562.6% | +168.1% |
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 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