+152.5%
QQQM vs TEAM
-8.9%
+161.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | +1.0% | -4.7% | +5.7% | +1.8% |
| 30D | -0.6% | +17.0% | -17.7% | -3.6% |
| 3M | +1.3% | +85.9% | -84.6% | -11.3% |
| 6M | +18.2% | +116.7% | -98.5% | -1.8% |
| YTD | +16.9% | +9.6% | +7.3% | +11.8% |
| 1Y | +24.0% | -2.5% | +26.6% | +21.3% |
| 3Y | +96.0% | -14.0% | +110.0% | +88.5% |
| 5Y | +95.2% | -53.1% | +148.3% | +98.8% |
| All | +152.5% | -8.9% | +161.4% | +118.6% |
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