+720.3%
ABBV vs TEAM
+625.2%
+95.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +2.2% | -16.9% | +19.1% | +3.0% |
| 30D | +8.0% | -26.8% | +34.8% | +9.4% |
| 3M | +19.1% | -1.9% | +21.0% | +18.8% |
| 6M | +43.5% | +79.2% | -35.6% | +38.1% |
| YTD | +32.7% | -6.1% | +38.8% | +32.3% |
| 1Y | +30.0% | -2.1% | +32.1% | +29.2% |
| 3Y | +134.7% | -13.6% | +148.4% | +130.9% |
| 5Y | +200.6% | -65.8% | +266.4% | +213.0% |
| 10Y | +601.3% | +454.0% | +147.3% | +400.8% |
| All | +720.3% | +625.2% | +95.1% | +473.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling