+625.9%
TEAM vs HIG
+278.3%
+347.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.7% |
| 7D | -19.7% | -0.7% | -19.0% | -19.6% |
| 30D | -26.6% | +5.4% | -32.0% | -27.2% |
| 3M | -1.1% | -0.9% | -0.1% | -1.0% |
| 6M | +74.6% | +4.8% | +69.8% | +73.1% |
| YTD | -6.0% | +0.9% | -6.9% | -6.4% |
| 1Y | -3.2% | +6.5% | -9.7% | -4.6% |
| 3Y | -13.5% | +95.7% | -109.3% | -23.0% |
| 5Y | -65.5% | +107.1% | -172.6% | -69.7% |
| 10Y | +454.5% | +262.6% | +191.9% | +348.5% |
| All | +625.9% | +278.3% | +347.6% | +489.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling