+108.1%
CSCO vs TEAM
-5.2%
+113.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.2% | +0.7% |
| 7D | -0.7% | -0.4% | -0.2% | -0.7% |
| 30D | -10.1% | +67.3% | -77.4% | -13.9% |
| 3M | -15.7% | +86.8% | -102.5% | -20.2% |
| 6M | +36.3% | +146.8% | -110.5% | +24.3% |
| YTD | +43.8% | +16.9% | +26.9% | +44.5% |
| 1Y | +63.9% | +12.8% | +51.1% | +65.1% |
| All | +108.1% | -5.2% | +113.3% | +107.8% |
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