+30.8%
XLV vs TEAM
-14.2%
+45.0%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.6% | -5.2% | +1.7% | -3.4% |
| 30D | -1.8% | +15.8% | -17.6% | -2.4% |
| 3M | +7.8% | +101.5% | -93.7% | +4.5% |
| 6M | +9.1% | +138.2% | -129.1% | +4.6% |
| YTD | +7.7% | +10.8% | -3.1% | +8.7% |
| 1Y | +20.4% | +1.7% | +18.7% | +22.1% |
| 3Y | +30.8% | -16.0% | +46.8% | +31.6% |
| All | +30.8% | -14.2% | +45.0% | +31.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling