+165.0%
AMAT vs TEAM
-11.5%
+176.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +0.8% | +10.6% | +11.4% |
| 7D | -1.1% | -17.2% | +16.1% | -0.8% |
| 30D | -26.9% | -25.1% | -1.8% | -26.6% |
| 3M | -31.2% | +3.9% | -35.1% | -31.4% |
| 6M | -14.7% | +69.1% | -83.8% | -16.6% |
| YTD | +44.7% | -4.5% | +49.2% | +60.4% |
| 1Y | +62.0% | -1.9% | +63.8% | +78.1% |
| 3Y | +165.0% | -9.3% | +174.3% | +169.6% |
| All | +165.0% | -11.5% | +176.4% | +169.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling