+26.9%
XLV vs TEAM
+11.3%
+15.7%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -1.0% |
| 7D | +0.2% | -0.4% | +0.6% | +0.2% |
| 30D | +4.4% | +67.3% | -62.9% | +4.2% |
| 3M | +13.2% | +86.8% | -73.5% | +12.7% |
| 6M | +10.1% | +146.8% | -136.7% | +10.3% |
| YTD | +11.7% | +16.9% | -5.2% | +15.0% |
| 1Y | +26.9% | +12.8% | +14.1% | +29.5% |
| All | +26.9% | +11.3% | +15.7% | +29.5% |
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