-65.3%
TEAM vs HDB
-24.7%
-40.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +1.8% | -17.9% | -16.9% |
| 7D | -19.8% | +13.3% | -33.2% | -24.3% |
| 30D | -21.5% | +13.6% | -35.1% | -26.1% |
| 3M | +39.5% | +5.8% | +33.7% | +34.9% |
| 6M | +73.1% | -1.9% | +75.0% | +71.9% |
| YTD | -5.2% | -31.2% | +26.0% | +12.8% |
| 1Y | -1.6% | -29.6% | +28.0% | +15.2% |
| 3Y | -11.4% | -10.1% | -1.4% | -16.0% |
| All | -65.3% | -24.7% | -40.5% | -64.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling