+64.4%
AMGN vs TEAM
-15.8%
+80.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -6.9% | -3.1% | -10.0% |
| 7D | -10.3% | -5.7% | -4.6% | -10.2% |
| 30D | -3.8% | +18.3% | -22.1% | -3.9% |
| 3M | +14.4% | +80.2% | -65.8% | +13.8% |
| 6M | +7.8% | +111.0% | -103.2% | +7.6% |
| YTD | +22.6% | +8.8% | +13.8% | +27.0% |
| 1Y | +44.2% | +2.2% | +42.1% | +49.8% |
| All | +64.4% | -15.8% | +80.1% | +68.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling