-14.3%
TEAM vs HBM
+424.8%
-439.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.4% |
| 7D | -2.4% | +2.2% | -4.6% | -2.7% |
| 30D | -26.7% | -11.8% | -14.9% | -25.7% |
| 3M | -9.6% | -19.2% | +9.6% | -7.9% |
| 6M | +86.0% | -22.9% | +108.9% | +90.1% |
| YTD | -7.5% | +7.8% | -15.3% | -14.2% |
| 1Y | -1.4% | +34.9% | -36.3% | -14.0% |
| 3Y | -14.3% | +422.2% | -436.5% | -54.5% |
| All | -14.3% | +424.8% | -439.1% | -54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling