+47.8%
CVS vs TEAM
-12.5%
+60.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | +0.6% |
| 7D | +12.0% | -19.7% | +31.7% | +11.5% |
| 30D | +2.8% | -26.6% | +29.4% | +2.1% |
| 3M | -3.6% | -1.1% | -2.5% | -3.5% |
| 6M | -1.6% | +74.6% | -76.2% | -0.2% |
| YTD | +16.3% | -6.0% | +22.2% | +20.6% |
| 1Y | +15.5% | -3.2% | +18.8% | +19.8% |
| All | +47.8% | -12.5% | +60.3% | +65.9% |
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