+96.4%
QQQM vs TEAM
-52.7%
+149.1%
-35.0%
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 | -0.6% | -5.2% | +4.6% | +0.3% |
| 30D | -1.2% | +15.8% | -17.0% | -4.0% |
| 3M | -0.1% | +101.5% | -101.6% | -13.8% |
| 6M | +18.0% | +138.2% | -120.2% | -3.8% |
| YTD | +16.7% | +10.8% | +5.9% | +11.7% |
| 1Y | +23.0% | +1.7% | +21.4% | +19.7% |
| 3Y | +93.3% | -16.0% | +109.4% | +87.8% |
| All | +96.4% | -52.7% | +149.1% | +100.0% |
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