-50.3%
TEAM vs HDB
-35.4%
-14.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.4% |
| 7D | -0.4% | +0.4% | -0.9% | -0.7% |
| 30D | +67.3% | -2.8% | +70.1% | +68.9% |
| 3M | +86.8% | -3.5% | +90.3% | +87.8% |
| 6M | +146.8% | -24.7% | +171.5% | +178.3% |
| YTD | +16.9% | -36.6% | +53.5% | +44.1% |
| 1Y | +12.8% | -34.4% | +47.2% | +35.7% |
| 3Y | -7.3% | -24.4% | +17.1% | -1.6% |
| All | -50.3% | -35.4% | -14.9% | -50.3% |
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