-1.6%
TEAM vs CSGP
-56.4%
+54.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -4.7% | -11.5% | -13.6% |
| 7D | -19.8% | +1.3% | -21.1% | -20.2% |
| 30D | -21.5% | +10.7% | -32.2% | -28.6% |
| 3M | +39.5% | +3.3% | +36.2% | +32.7% |
| 6M | +73.1% | -10.3% | +83.4% | +76.9% |
| YTD | -5.2% | -54.6% | +49.3% | +25.8% |
| 1Y | -1.6% | -54.6% | +53.1% | +30.2% |
| All | -1.6% | -56.4% | +54.8% | +30.2% |
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