+1,791.3%
AMAT vs TEAM
+772.8%
+1,018.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.5% | -10.1% | -12.9% |
| 7D | -24.3% | -10.2% | -14.1% | -22.5% |
| 30D | -39.8% | -5.5% | -34.3% | -39.2% |
| 3M | -40.2% | +61.7% | -101.9% | -46.9% |
| 6M | -22.1% | +98.5% | -120.6% | -36.2% |
| YTD | +24.7% | +13.0% | +11.6% | +14.7% |
| 1Y | +33.3% | +13.5% | +19.7% | +22.4% |
| 3Y | +133.9% | +3.6% | +130.3% | +108.5% |
| 5Y | +117.1% | -58.4% | +175.4% | +130.6% |
| 10Y | +1,158.7% | +581.4% | +577.3% | +527.6% |
| All | +1,791.3% | +772.8% | +1,018.5% | +821.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling