+130.6%
HPE vs TEAM
-1.6%
+132.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.0% | -7.3% | -6.3% |
| 7D | +1.4% | -7.8% | +9.2% | +1.8% |
| 30D | +1.5% | +16.5% | -15.0% | +0.7% |
| 3M | +21.7% | +96.2% | -74.4% | +16.5% |
| 6M | +164.2% | +130.2% | +34.0% | +150.4% |
| YTD | +132.1% | +10.7% | +121.3% | +143.5% |
| 1Y | +130.6% | +3.0% | +127.6% | +134.7% |
| All | +130.6% | -1.6% | +132.3% | +134.7% |
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