+366.8%
CSCO vs TEAM
+476.5%
-109.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.9% | +6.9% | +0.8% |
| 7D | -0.5% | -5.7% | +5.2% | +0.1% |
| 30D | -10.1% | +18.3% | -28.4% | -12.1% |
| 3M | -11.7% | +80.2% | -92.0% | -19.0% |
| 6M | +40.1% | +111.0% | -70.9% | +24.4% |
| YTD | +43.8% | +8.8% | +35.0% | +39.1% |
| 1Y | +66.6% | +2.2% | +64.5% | +62.2% |
| 3Y | +108.5% | -14.6% | +123.1% | +102.3% |
| 5Y | +114.0% | -53.8% | +167.7% | +116.4% |
| 10Y | +366.8% | +475.2% | -108.4% | +185.1% |
| All | +366.8% | +476.5% | -109.7% | +185.1% |
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 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