+249.2%
HPE vs TEAM
-14.9%
+264.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -6.9% | +14.7% | +8.8% |
| 7D | +10.1% | -5.7% | +15.8% | +11.0% |
| 30D | +5.3% | +18.3% | -13.1% | +2.1% |
| 3M | +12.7% | +80.2% | -67.5% | 0.0% |
| 6M | +167.7% | +111.0% | +56.7% | +126.6% |
| YTD | +135.5% | +8.8% | +126.6% | +135.5% |
| 1Y | +143.4% | +2.2% | +141.2% | +146.6% |
| 3Y | +249.2% | -14.6% | +263.8% | +261.4% |
| All | +249.2% | -14.9% | +264.1% | +261.4% |
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