+498.4%
TEAM vs HDB
+34.8%
+463.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.0% | -3.9% | -5.9% |
| 7D | -5.7% | -2.0% | -3.6% | -4.9% |
| 30D | +18.3% | -4.9% | +23.2% | +20.3% |
| 3M | +80.2% | -2.3% | +82.5% | +80.4% |
| 6M | +111.0% | -23.7% | +134.7% | +130.0% |
| YTD | +8.8% | -38.5% | +47.3% | +28.4% |
| 1Y | +2.2% | -36.5% | +38.6% | +18.7% |
| 3Y | -14.6% | -28.5% | +13.8% | -7.3% |
| 5Y | -53.8% | -37.4% | -16.4% | -48.5% |
| All | +498.4% | +34.8% | +463.6% | +402.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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