+367.5%
QCOM vs TEAM
+802.8%
-435.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.7% |
| 7D | +3.3% | -0.4% | +3.8% | +3.4% |
| 30D | +7.7% | +67.3% | -59.6% | -4.7% |
| 3M | -30.1% | +86.8% | -116.8% | -40.2% |
| 6M | +22.8% | +146.8% | -124.0% | -4.5% |
| YTD | +0.2% | +16.9% | -16.7% | -7.4% |
| 1Y | +7.9% | +12.8% | -4.9% | +0.2% |
| 3Y | +55.8% | -7.3% | +63.1% | +45.4% |
| 5Y | +30.1% | -50.7% | +80.8% | +30.1% |
| 10Y | +248.9% | +529.8% | -280.9% | +103.1% |
| All | +367.5% | +802.8% | -435.3% | +158.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling