+247.2%
HD vs TEAM
+444.3%
-197.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | -0.2% |
| 7D | +5.2% | -22.2% | +27.4% | +8.3% |
| 30D | +20.7% | -28.1% | +48.9% | +25.3% |
| 3M | +0.8% | -2.2% | +3.0% | +0.3% |
| 6M | +12.2% | +62.2% | -50.0% | +2.8% |
| YTD | +4.2% | -8.4% | +12.6% | +2.3% |
| 1Y | -2.6% | -6.6% | +4.1% | -4.6% |
| 3Y | +30.0% | -15.7% | +45.7% | +25.0% |
| 5Y | +8.1% | -65.7% | +73.8% | +12.7% |
| 10Y | +247.2% | +441.0% | -193.8% | +151.9% |
| All | +247.2% | +444.3% | -197.2% | +151.9% |
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