+237.2%
HPE vs TEAM
-12.6%
+249.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +13.6% | -16.9% | +30.5% | +16.4% |
| 30D | -27.1% | -26.8% | -0.3% | -23.8% |
| 3M | -14.5% | -1.9% | -12.6% | -15.1% |
| 6M | +66.9% | +79.2% | -12.2% | +46.0% |
| YTD | +111.3% | -6.1% | +117.4% | +116.0% |
| 1Y | +117.5% | -2.1% | +119.5% | +119.5% |
| All | +237.2% | -12.6% | +249.8% | +230.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling