-8.4%
TEAM vs HDB
-24.9%
+16.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.5% |
| 7D | -0.4% | +0.4% | -0.9% | -0.5% |
| 30D | +67.3% | -2.8% | +70.1% | +68.0% |
| 3M | +86.8% | -3.5% | +90.3% | +87.2% |
| 6M | +146.8% | -24.7% | +171.5% | +161.9% |
| YTD | +16.9% | -36.6% | +53.5% | +30.2% |
| 1Y | +12.8% | -34.4% | +47.2% | +23.9% |
| All | -8.4% | -24.9% | +16.6% | -8.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling