+464.2%
CSCO vs TEAM
+802.8%
-338.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.2% | +0.8% |
| 7D | -0.7% | -0.4% | -0.2% | -0.6% |
| 30D | -10.1% | +67.3% | -77.4% | -16.0% |
| 3M | -15.7% | +86.8% | -102.5% | -22.7% |
| 6M | +36.3% | +146.8% | -110.5% | +19.1% |
| YTD | +43.8% | +16.9% | +26.9% | +38.0% |
| 1Y | +63.9% | +12.8% | +51.1% | +57.6% |
| 3Y | +104.4% | -7.3% | +111.6% | +96.4% |
| 5Y | +111.4% | -50.7% | +162.1% | +110.9% |
| 10Y | +361.7% | +529.8% | -168.2% | +204.7% |
| All | +464.2% | +802.8% | -338.6% | +262.1% |
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 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