+607.6%
TEAM vs HDB
+97.8%
+509.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.7% | -4.7% | -4.3% |
| 7D | -22.2% | +12.7% | -34.9% | -25.6% |
| 30D | -28.1% | +16.6% | -44.7% | -32.2% |
| 3M | -2.2% | +10.8% | -12.9% | -6.4% |
| 6M | +62.2% | +3.8% | +58.4% | +57.9% |
| YTD | -8.4% | -28.9% | +20.5% | +2.4% |
| 1Y | -6.6% | -28.0% | +21.4% | +3.6% |
| 3Y | -15.7% | -7.2% | -8.5% | -17.5% |
| 5Y | -65.7% | -22.2% | -43.5% | -64.5% |
| 10Y | +441.0% | +63.6% | +377.4% | +298.5% |
| All | +607.6% | +97.8% | +509.8% | +382.0% |
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