+802.8%
TEAM vs HBM
+616.1%
+186.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -2.5% |
| 7D | -0.4% | -6.4% | +5.9% | +0.5% |
| 30D | +67.3% | +5.9% | +61.4% | +65.9% |
| 3M | +86.8% | -8.9% | +95.7% | +87.5% |
| 6M | +146.8% | +10.7% | +136.1% | +138.6% |
| YTD | +16.9% | +38.3% | -21.3% | +8.3% |
| 1Y | +12.8% | +121.3% | -108.5% | -3.7% |
| 3Y | -7.3% | +450.6% | -457.9% | -32.3% |
| 5Y | -50.7% | +338.0% | -388.7% | -63.9% |
| 10Y | +529.8% | +578.6% | -48.8% | +298.9% |
| All | +802.8% | +616.1% | +186.6% | +379.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling