+322.0%
CMG vs TEAM
+514.4%
-192.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -2.1% | -5.2% | +3.2% | -1.1% |
| 30D | +10.9% | +15.8% | -4.8% | +7.4% |
| 3M | +15.8% | +101.5% | -85.6% | -2.3% |
| 6M | +6.9% | +138.2% | -131.2% | -15.5% |
| YTD | -2.2% | +10.8% | -13.0% | -8.4% |
| 1Y | -7.1% | +1.7% | -8.8% | -11.6% |
| 3Y | -7.1% | -16.0% | +8.9% | -12.1% |
| 5Y | -4.8% | -52.7% | +47.9% | -4.4% |
| All | +322.0% | +514.4% | -192.3% | +191.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling