+460.1%
TEAM vs CSGP
+63.3%
+396.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -4.7% | -11.5% | -13.2% |
| 7D | -19.8% | +1.3% | -21.1% | -20.4% |
| 30D | -21.5% | +10.7% | -32.2% | -28.5% |
| 3M | +39.5% | +3.3% | +36.2% | +32.9% |
| 6M | +73.1% | -10.3% | +83.4% | +80.6% |
| YTD | -5.2% | -54.6% | +49.3% | +50.8% |
| 1Y | -1.6% | -54.6% | +53.1% | +56.3% |
| 3Y | -11.4% | -60.3% | +48.9% | +45.9% |
| 5Y | -65.1% | -63.3% | -1.8% | -39.8% |
| All | +460.1% | +63.3% | +396.8% | +284.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling