+386.8%
CSCO vs TEAM
+631.8%
-245.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -16.2% | +14.2% | -0.1% |
| 7D | -10.2% | -19.8% | +9.6% | -8.1% |
| 30D | -20.1% | -21.5% | +1.5% | -18.0% |
| 3M | -22.1% | +39.5% | -61.6% | -26.0% |
| 6M | +3.2% | +73.1% | -69.9% | -5.4% |
| YTD | +24.1% | -5.2% | +29.3% | +21.5% |
| 1Y | +34.6% | -1.6% | +36.1% | +31.0% |
| 3Y | +90.0% | -11.4% | +101.4% | +82.5% |
| 5Y | +88.6% | -65.1% | +153.7% | +96.7% |
| 10Y | +316.5% | +471.3% | -154.8% | +177.7% |
| All | +386.8% | +631.8% | -245.0% | +218.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling