+199.6%
AMGN vs TEAM
+513.9%
-314.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.3% | -2.3% |
| 7D | -13.9% | -7.8% | -6.1% | -13.4% |
| 30D | -7.1% | +16.5% | -23.7% | -8.0% |
| 3M | +13.9% | +96.2% | -82.3% | +9.0% |
| 6M | +3.2% | +130.2% | -126.9% | -2.9% |
| YTD | +19.2% | +10.7% | +8.5% | +18.3% |
| 1Y | +41.1% | +3.0% | +38.1% | +40.6% |
| 3Y | +61.3% | -13.1% | +74.4% | +59.7% |
| 5Y | +109.1% | -52.7% | +161.8% | +113.6% |
| All | +199.6% | +513.9% | -314.4% | +107.6% |
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 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