+216.5%
QCOM vs TEAM
+469.0%
-252.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -16.2% | +21.7% | +9.0% |
| 7D | +0.4% | -19.8% | +20.2% | +4.7% |
| 30D | -6.6% | -21.5% | +14.9% | -2.1% |
| 3M | +3.7% | +39.5% | -35.8% | -5.7% |
| 6M | -13.3% | +73.1% | -86.4% | -26.6% |
| YTD | -1.8% | -5.2% | +3.4% | -5.9% |
| 1Y | -2.5% | -1.6% | -0.9% | -7.5% |
| 3Y | +47.0% | -11.4% | +58.4% | +36.6% |
| 5Y | +13.1% | -65.1% | +78.2% | +22.5% |
| All | +216.5% | +469.0% | -252.5% | +75.8% |
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 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