-19.8%
HD vs TEAM
+11.3%
-31.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.6% | +1.0% |
| 7D | -2.1% | -0.4% | -1.6% | -2.0% |
| 30D | -8.4% | +67.3% | -75.7% | -9.1% |
| 3M | +4.3% | +86.8% | -82.4% | +3.3% |
| 6M | -11.1% | +146.8% | -157.9% | -11.6% |
| YTD | -4.7% | +16.9% | -21.6% | -1.0% |
| 1Y | -19.8% | +12.8% | -32.6% | -17.1% |
| All | -19.8% | +11.3% | -31.1% | -17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling