-11.4%
TEAM vs CSGP
-60.4%
+49.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -4.7% | -11.5% | -13.8% |
| 7D | -19.8% | +1.3% | -21.1% | -20.2% |
| 30D | -21.5% | +10.7% | -32.2% | -27.4% |
| 3M | +39.5% | +3.3% | +36.2% | +34.1% |
| 6M | +73.1% | -10.3% | +83.4% | +78.4% |
| YTD | -5.2% | -54.6% | +49.3% | +32.2% |
| 1Y | -1.6% | -54.6% | +53.1% | +37.1% |
| 3Y | -11.4% | -60.3% | +48.9% | +19.1% |
| All | -11.4% | -60.4% | +49.0% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling