+147.1%
AMAT vs TEAM
-65.5%
+212.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +0.8% | +10.6% | +11.3% |
| 7D | -1.1% | -17.2% | +16.1% | +1.3% |
| 30D | -26.9% | -25.1% | -1.8% | -24.2% |
| 3M | -31.2% | +3.9% | -35.1% | -32.3% |
| 6M | -14.7% | +69.1% | -83.8% | -24.8% |
| YTD | +44.7% | -4.5% | +49.2% | +43.6% |
| 1Y | +62.0% | -1.9% | +63.8% | +59.5% |
| 3Y | +165.0% | -9.3% | +174.3% | +152.9% |
| 5Y | +147.1% | -65.2% | +212.3% | +204.0% |
| All | +147.1% | -65.5% | +212.6% | +204.0% |
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