+215.8%
XLY vs TEAM
+755.1%
-539.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -0.6% |
| 7D | -3.9% | -7.8% | +3.9% | -2.5% |
| 30D | -6.1% | +16.5% | -22.6% | -9.0% |
| 3M | -1.2% | +96.2% | -97.3% | -14.5% |
| 6M | -1.8% | +130.2% | -132.0% | -19.5% |
| YTD | -5.9% | +10.7% | -16.6% | -11.2% |
| 1Y | -3.1% | +3.0% | -6.1% | -7.5% |
| 3Y | +36.0% | -13.1% | +49.1% | +29.4% |
| 5Y | +27.6% | -52.7% | +80.3% | +26.7% |
| 10Y | +216.8% | +509.1% | -292.3% | +117.2% |
| All | +215.8% | +755.1% | -539.3% | +110.7% |
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