+202.1%
ABBV vs TEAM
-65.3%
+267.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | +0.4% |
| 7D | +0.1% | -19.7% | +19.8% | +0.1% |
| 30D | +5.6% | -26.6% | +32.2% | +5.7% |
| 3M | +18.7% | -1.1% | +19.7% | +18.6% |
| 6M | +47.4% | +74.6% | -27.2% | +47.0% |
| YTD | +33.0% | -6.0% | +38.9% | +34.2% |
| 1Y | +34.9% | -3.2% | +38.2% | +36.1% |
| 3Y | +135.2% | -13.5% | +148.7% | +137.2% |
| 5Y | +202.1% | -65.5% | +267.5% | +205.6% |
| All | +202.1% | -65.3% | +267.3% | +205.6% |
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