+22.5%
BMY vs TEAM
-14.9%
+37.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.9% | +3.8% | -3.2% |
| 7D | -3.3% | -5.7% | +2.3% | -3.3% |
| 30D | 0.0% | +18.3% | -18.4% | +0.1% |
| 3M | +17.7% | +80.2% | -62.5% | +18.1% |
| 6M | +9.6% | +111.0% | -101.4% | +10.8% |
| YTD | +24.0% | +8.8% | +15.2% | +26.5% |
| 1Y | +45.1% | +2.2% | +43.0% | +48.2% |
| 3Y | +22.5% | -14.6% | +37.1% | +22.8% |
| All | +22.5% | -14.9% | +37.4% | +22.8% |
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