+1,321.9%
AMAT vs TEAM
+445.0%
+876.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.2% | -2.4% |
| 7D | +11.4% | -2.4% | +13.8% | +11.9% |
| 30D | -17.0% | -26.7% | +9.7% | -12.1% |
| 3M | -30.6% | -9.6% | -21.0% | -30.2% |
| 6M | -14.9% | +86.0% | -101.0% | -30.6% |
| YTD | +44.7% | -7.5% | +52.2% | +38.0% |
| 1Y | +66.9% | -1.4% | +68.2% | +56.0% |
| 3Y | +153.3% | -14.3% | +167.6% | +132.3% |
| 5Y | +146.2% | -66.3% | +212.5% | +178.7% |
| All | +1,321.9% | +445.0% | +876.9% | +465.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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