-52.7%
TEAM vs HIG
+118.8%
-171.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.9% | +1.0% |
| 7D | -7.8% | -2.3% | -5.5% | -7.0% |
| 30D | +16.5% | -1.2% | +17.8% | +17.0% |
| 3M | +96.2% | +6.3% | +89.9% | +92.1% |
| 6M | +130.2% | +0.6% | +129.6% | +128.4% |
| YTD | +10.7% | +0.6% | +10.1% | +9.6% |
| 1Y | +3.0% | +6.1% | -3.1% | -0.3% |
| 3Y | -13.1% | +102.0% | -115.1% | -38.3% |
| 5Y | -52.7% | +119.2% | -171.9% | -69.8% |
| All | -52.7% | +118.8% | -171.5% | -69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling