+90.0%
CSCO vs TEAM
-13.4%
+103.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -16.2% | +14.2% | -0.9% |
| 7D | -10.2% | -19.8% | +9.6% | -8.9% |
| 30D | -20.1% | -21.5% | +1.5% | -18.8% |
| 3M | -22.1% | +39.5% | -61.6% | -24.4% |
| 6M | +3.2% | +73.1% | -69.9% | -2.3% |
| YTD | +24.1% | -5.2% | +29.3% | +26.5% |
| 1Y | +34.6% | -1.6% | +36.1% | +36.3% |
| 3Y | +90.0% | -11.4% | +101.4% | +82.1% |
| All | +90.0% | -13.4% | +103.4% | +82.1% |
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 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