+256.9%
HL vs TEAM
+514.4%
-257.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -4.4% | -5.2% | +0.9% | -3.8% |
| 30D | +9.3% | +15.8% | -6.5% | +7.4% |
| 3M | +32.0% | +101.5% | -69.5% | +20.7% |
| 6M | -6.4% | +138.2% | -144.6% | -17.4% |
| YTD | +3.1% | +10.8% | -7.7% | +0.6% |
| 1Y | +77.6% | +1.7% | +75.9% | +74.7% |
| 3Y | +392.8% | -16.0% | +408.9% | +387.2% |
| 5Y | +234.1% | -52.7% | +286.8% | +232.5% |
| All | +256.9% | +514.4% | -257.5% | +177.2% |
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