+108.6%
ASML vs TEAM
-50.6%
+159.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.6% | +6.8% | +4.6% |
| 7D | +1.1% | -0.4% | +1.5% | +1.1% |
| 30D | +2.2% | +67.3% | -65.1% | -8.3% |
| 3M | -2.3% | +86.8% | -89.1% | -15.4% |
| 6M | +23.0% | +146.8% | -123.8% | -3.6% |
| YTD | +61.1% | +16.9% | +44.1% | +53.3% |
| 1Y | +129.1% | +12.8% | +116.3% | +118.6% |
| 3Y | +165.4% | -7.3% | +172.6% | +153.8% |
| All | +108.6% | -50.6% | +159.1% | +123.7% |
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