+499.9%
ABBV vs TEAM
+513.9%
-14.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.6% |
| 7D | -2.0% | -7.8% | +5.8% | -1.6% |
| 30D | +2.0% | +16.5% | -14.6% | +1.2% |
| 3M | +14.2% | +96.2% | -82.0% | +10.2% |
| 6M | +14.1% | +130.2% | -116.1% | +8.7% |
| YTD | +14.2% | +10.7% | +3.5% | +13.5% |
| 1Y | +24.2% | +3.0% | +21.2% | +23.8% |
| 3Y | +89.8% | -13.1% | +102.9% | +88.1% |
| 5Y | +187.2% | -52.7% | +239.9% | +193.2% |
| All | +499.9% | +513.9% | -14.0% | +302.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling