+29.0%
BMY vs TEAM
-65.8%
+94.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -1.3% | -16.9% | +15.6% | -1.2% |
| 30D | +10.0% | -26.8% | +36.8% | +10.1% |
| 3M | -1.2% | -1.9% | +0.7% | -1.2% |
| 6M | +12.8% | +79.2% | -66.4% | +12.3% |
| YTD | +20.7% | -6.1% | +26.8% | +21.6% |
| 1Y | +32.6% | -2.1% | +34.7% | +33.5% |
| 3Y | +41.8% | -13.6% | +55.5% | +42.2% |
| 5Y | +29.0% | -65.8% | +94.8% | +30.1% |
| All | +29.0% | -65.8% | +94.7% | +30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling