-23.2%
HD vs TEAM
+2.0%
-25.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.9% | +4.7% | -2.2% |
| 7D | -1.2% | -5.7% | +4.5% | -1.1% |
| 30D | -11.1% | +18.3% | -29.5% | -11.3% |
| 3M | +2.0% | +80.2% | -78.2% | +1.2% |
| 6M | -10.5% | +111.0% | -121.4% | -10.5% |
| YTD | -6.9% | +8.8% | -15.7% | -3.5% |
| 1Y | -23.2% | +2.2% | -25.3% | -20.9% |
| All | -23.2% | +2.0% | -25.2% | -20.9% |
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 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