+67.7%
ASML vs TEAM
-59.0%
+126.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.5% | -5.9% | -8.7% |
| 7D | -19.0% | -10.2% | -8.8% | -17.4% |
| 30D | -25.9% | -5.5% | -20.4% | -25.3% |
| 3M | -19.1% | +61.7% | -80.8% | -27.2% |
| 6M | -5.7% | +98.5% | -104.2% | -20.7% |
| YTD | +27.6% | +13.0% | +14.5% | +21.7% |
| 1Y | +30.8% | +13.5% | +17.3% | +24.4% |
| 3Y | +116.2% | +3.6% | +112.6% | +98.8% |
| 5Y | +67.7% | -58.4% | +126.0% | +99.5% |
| All | +67.7% | -59.0% | +126.7% | +99.5% |
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