+325.7%
AMGN vs TEAM
+445.0%
-119.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.2% |
| 7D | +1.1% | -2.4% | +3.5% | +1.3% |
| 30D | +9.3% | -26.7% | +36.0% | +11.0% |
| 3M | +12.1% | -9.6% | +21.7% | +12.4% |
| 6M | +40.3% | +86.0% | -45.8% | +34.1% |
| YTD | +45.2% | -7.5% | +52.7% | +45.2% |
| 1Y | +42.4% | -1.4% | +43.8% | +41.7% |
| 3Y | +91.0% | -14.3% | +105.3% | +88.3% |
| 5Y | +157.4% | -66.3% | +223.7% | +171.5% |
| All | +325.7% | +445.0% | -119.4% | +213.2% |
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