+5.8%
HD vs TEAM
-65.2%
+70.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -16.2% | +14.3% | -0.1% |
| 7D | +4.3% | -19.8% | +24.2% | +6.7% |
| 30D | +20.2% | -21.5% | +41.7% | +23.0% |
| 3M | -1.0% | +39.5% | -40.5% | -5.9% |
| 6M | +7.9% | +73.1% | -65.2% | -0.9% |
| YTD | +2.0% | -5.2% | +7.2% | +0.9% |
| 1Y | -4.3% | -1.6% | -2.7% | -5.9% |
| 3Y | +25.9% | -11.4% | +37.4% | +21.6% |
| All | +5.8% | -65.2% | +70.9% | +12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling