+126.7%
AMAT vs TEAM
-65.2%
+191.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -16.2% | +20.4% | +6.4% |
| 7D | -14.7% | -19.8% | +5.1% | -12.3% |
| 30D | -36.1% | -21.5% | -14.6% | -34.1% |
| 3M | -36.9% | +39.5% | -76.3% | -41.1% |
| 6M | -22.2% | +73.1% | -95.3% | -31.8% |
| YTD | +29.9% | -5.2% | +35.1% | +29.1% |
| 1Y | +43.3% | -1.6% | +44.8% | +40.8% |
| 3Y | +142.7% | -11.4% | +154.1% | +132.8% |
| All | +126.7% | -65.2% | +191.9% | +179.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling