+55.4%
CVS vs TEAM
-14.3%
+69.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.1% |
| 7D | -2.0% | -7.8% | +5.8% | -2.1% |
| 30D | +1.9% | +16.5% | -14.6% | +2.2% |
| 3M | -2.2% | +96.2% | -98.3% | -0.9% |
| 6M | +26.7% | +130.2% | -103.5% | +28.9% |
| YTD | +22.9% | +10.7% | +12.1% | +27.6% |
| 1Y | +32.9% | +3.0% | +29.9% | +38.3% |
| All | +55.4% | -14.3% | +69.7% | +61.5% |
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