+75.5%
ASML vs TEAM
-65.2%
+140.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -16.2% | +21.2% | +7.7% |
| 7D | -9.0% | -19.8% | +10.8% | -5.9% |
| 30D | -21.0% | -21.5% | +0.5% | -18.0% |
| 3M | -16.3% | +39.5% | -55.8% | -23.2% |
| 6M | -7.5% | +73.1% | -80.6% | -20.9% |
| YTD | +34.0% | -5.2% | +39.2% | +31.1% |
| 1Y | +39.3% | -1.6% | +40.9% | +34.6% |
| 3Y | +128.9% | -11.4% | +140.3% | +114.5% |
| All | +75.5% | -65.2% | +140.6% | +121.0% |
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