+308.5%
CSCO vs TEAM
+445.0%
-136.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.5% | -4.7% | -6.1% |
| 7D | +1.9% | -2.4% | +4.3% | +2.2% |
| 30D | -15.8% | -26.7% | +10.9% | -13.0% |
| 3M | -15.4% | -9.6% | -5.8% | -14.8% |
| 6M | -5.4% | +86.0% | -91.4% | -14.2% |
| YTD | +26.5% | -7.5% | +34.0% | +24.3% |
| 1Y | +25.9% | -1.4% | +27.2% | +22.5% |
| 3Y | +97.5% | -14.3% | +111.9% | +90.4% |
| 5Y | +93.0% | -66.3% | +159.3% | +104.8% |
| All | +308.5% | +445.0% | -136.5% | +156.0% |
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