+362.8%
HPE vs TEAM
-53.2%
+416.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +5.0% |
| 7D | +13.6% | -4.7% | +18.3% | +14.3% |
| 30D | +7.7% | +17.0% | -9.3% | +5.1% |
| 3M | +22.4% | +85.9% | -63.5% | +10.1% |
| 6M | +172.6% | +116.7% | +55.9% | +136.2% |
| YTD | +147.5% | +9.6% | +137.9% | +139.1% |
| 1Y | +151.8% | -2.5% | +154.3% | +147.5% |
| 3Y | +267.1% | -14.0% | +281.0% | +264.0% |
| 5Y | +362.8% | -53.1% | +415.8% | +371.4% |
| All | +362.8% | -53.2% | +416.0% | +371.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling