-17.0%
TEAM vs HIG
+101.4%
-118.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | +0.1% | +0.7% |
| 7D | -4.7% | -0.5% | -4.2% | -4.6% |
| 30D | +17.0% | -2.8% | +19.9% | +17.4% |
| 3M | +85.9% | +6.3% | +79.6% | +84.3% |
| 6M | +116.7% | -0.1% | +116.8% | +116.2% |
| YTD | +9.6% | +0.4% | +9.2% | +9.1% |
| 1Y | -2.5% | +6.2% | -8.8% | -4.3% |
| All | -17.0% | +101.4% | -118.4% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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