+631.8%
TEAM vs HDB
+91.4%
+540.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +1.8% | -17.9% | -16.8% |
| 7D | -19.8% | +13.3% | -33.2% | -23.5% |
| 30D | -21.5% | +13.6% | -35.1% | -25.3% |
| 3M | +39.5% | +5.8% | +33.7% | +35.6% |
| 6M | +73.1% | -1.9% | +75.0% | +72.0% |
| YTD | -5.2% | -31.2% | +26.0% | +7.2% |
| 1Y | -1.6% | -29.6% | +28.0% | +10.1% |
| 3Y | -11.4% | -10.1% | -1.4% | -12.3% |
| 5Y | -65.1% | -24.3% | -40.8% | -63.4% |
| 10Y | +471.3% | +59.3% | +412.0% | +324.3% |
| All | +631.8% | +91.4% | +540.4% | +404.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling