+60.7%
BMY vs TEAM
+514.4%
-453.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -4.8% | -5.2% | +0.5% | -4.6% |
| 30D | -0.1% | +15.8% | -15.9% | -0.6% |
| 3M | +13.1% | +101.5% | -88.3% | +10.0% |
| 6M | +8.4% | +138.2% | -129.8% | +4.4% |
| YTD | +22.0% | +10.8% | +11.1% | +21.5% |
| 1Y | +40.3% | +1.7% | +38.6% | +40.1% |
| 3Y | +20.5% | -16.0% | +36.6% | +19.9% |
| 5Y | +23.7% | -52.7% | +76.4% | +25.5% |
| All | +60.7% | +514.4% | -453.6% | +39.7% |
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 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