+1,010.5%
HL vs TEAM
+802.8%
+207.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.1% | -2.2% |
| 7D | +1.5% | -0.4% | +1.9% | +1.5% |
| 30D | +25.1% | +67.3% | -42.2% | +18.2% |
| 3M | +22.9% | +86.8% | -63.9% | +14.4% |
| 6M | -4.9% | +146.8% | -151.7% | -15.2% |
| YTD | +7.8% | +16.9% | -9.1% | +4.8% |
| 1Y | +133.9% | +12.8% | +121.1% | +127.5% |
| 3Y | +380.9% | -7.3% | +388.2% | +371.0% |
| 5Y | +230.2% | -50.7% | +280.9% | +226.0% |
| 10Y | +265.6% | +529.8% | -264.3% | +219.4% |
| All | +1,010.5% | +802.8% | +207.7% | +878.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling