-53.1%
TEAM vs HBM
+392.2%
-445.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +0.9% |
| 7D | -4.7% | +5.5% | -10.2% | -5.7% |
| 30D | +17.0% | +3.3% | +13.7% | +15.9% |
| 3M | +85.9% | +12.7% | +73.3% | +80.0% |
| 6M | +116.7% | +28.2% | +88.5% | +100.7% |
| YTD | +9.6% | +45.3% | -35.7% | -3.5% |
| 1Y | -2.5% | +121.7% | -124.2% | -24.1% |
| 3Y | -14.0% | +523.5% | -537.5% | -51.2% |
| 5Y | -53.1% | +393.9% | -447.0% | -70.0% |
| All | -53.1% | +392.2% | -445.3% | -70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling