+55.2%
HYG vs TEAM
+514.4%
-459.2%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -0.7% | -5.2% | +4.5% | -0.5% |
| 30D | -0.7% | +15.8% | -16.5% | -1.5% |
| 3M | -0.2% | +101.5% | -101.7% | -4.3% |
| 6M | +1.4% | +138.2% | -136.7% | -4.2% |
| YTD | +1.5% | +10.8% | -9.4% | +0.1% |
| 1Y | +2.9% | +1.7% | +1.2% | +1.9% |
| 3Y | +25.6% | -16.0% | +41.7% | +24.1% |
| 5Y | +18.6% | -52.7% | +71.3% | +17.7% |
| All | +55.2% | +514.4% | -459.2% | +34.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling