+15.1%
TEAM vs CSGP
-53.2%
+68.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.0% | -4.6% | -2.7% |
| 7D | -13.7% | +18.3% | -32.0% | -21.9% |
| 30D | -3.4% | +17.8% | -21.2% | -15.3% |
| 3M | +72.1% | +9.3% | +62.9% | +58.4% |
| 6M | +103.8% | -7.9% | +111.7% | +104.4% |
| YTD | +17.1% | -51.5% | +68.7% | +49.9% |
| 1Y | +15.1% | -53.3% | +68.4% | +49.9% |
| All | +15.1% | -53.2% | +68.3% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 1y: compounded portfolio wealth divided by compounded CSGP 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…
1y analysis · Full analysis span regression · 6 months rolling