+802.8%
TEAM vs CSGP
+50.5%
+752.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -1.0% |
| 7D | -0.4% | -4.1% | +3.6% | +2.3% |
| 30D | +67.3% | +2.3% | +65.0% | +64.7% |
| 3M | +86.8% | -8.2% | +94.9% | +97.2% |
| 6M | +146.8% | -35.1% | +181.9% | +226.3% |
| YTD | +16.9% | -54.0% | +71.0% | +88.9% |
| 1Y | +12.8% | -65.3% | +78.1% | +117.3% |
| 3Y | -7.3% | -62.6% | +55.3% | +62.7% |
| 5Y | -50.7% | -64.8% | +14.1% | -11.1% |
| 10Y | +529.8% | +45.1% | +484.8% | +353.6% |
| All | +802.8% | +50.5% | +752.3% | +529.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling