+701.4%
HPE vs TEAM
+802.8%
-101.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.6% | -1.9% | -4.1% |
| 7D | -0.6% | -0.4% | -0.2% | -0.5% |
| 30D | -2.3% | +67.3% | -69.6% | -9.5% |
| 3M | -2.9% | +86.8% | -89.6% | -12.0% |
| 6M | +143.6% | +146.8% | -3.3% | +108.9% |
| YTD | +118.5% | +16.9% | +101.6% | +108.3% |
| 1Y | +129.2% | +12.8% | +116.4% | +119.1% |
| 3Y | +212.5% | -7.3% | +219.8% | +203.6% |
| 5Y | +286.9% | -50.7% | +337.6% | +285.0% |
| 10Y | +432.3% | +529.8% | -97.5% | +249.2% |
| All | +701.4% | +802.8% | -101.3% | +415.4% |
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 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