+12.8%
TEAM vs HBM
+123.0%
-110.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -2.7% |
| 7D | -0.4% | -6.4% | +5.9% | -1.0% |
| 30D | +67.3% | +5.9% | +61.4% | +68.1% |
| 3M | +86.8% | -8.9% | +95.7% | +87.5% |
| 6M | +146.8% | +10.7% | +136.1% | +157.2% |
| YTD | +16.9% | +38.3% | -21.3% | +22.5% |
| 1Y | +12.8% | +121.3% | -108.5% | +17.1% |
| All | +12.8% | +123.0% | -110.2% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling