+257.9%
HD vs TEAM
+495.8%
-237.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.1% | +2.8% |
| 7D | +3.6% | -17.2% | +20.8% | +5.9% |
| 30D | +21.6% | -25.1% | +46.7% | +25.6% |
| 3M | +0.1% | +3.9% | -3.8% | -1.2% |
| 6M | +13.0% | +69.1% | -56.1% | +3.0% |
| YTD | +4.9% | -4.5% | +9.4% | +2.5% |
| 1Y | -2.1% | -1.9% | -0.2% | -4.8% |
| 3Y | +32.6% | -9.3% | +41.9% | +26.1% |
| 5Y | +8.2% | -65.2% | +73.4% | +12.7% |
| 10Y | +257.9% | +467.0% | -209.1% | +158.0% |
| All | +257.9% | +495.8% | -237.9% | +158.0% |
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 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