+802.8%
TEAM vs HIG
+281.6%
+521.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.5% | -2.4% |
| 7D | -0.4% | +0.3% | -0.7% | -0.5% |
| 30D | +67.3% | -3.2% | +70.5% | +68.0% |
| 3M | +86.8% | +9.1% | +77.6% | +84.2% |
| 6M | +146.8% | -1.8% | +148.6% | +146.9% |
| YTD | +16.9% | +1.8% | +15.2% | +16.2% |
| 1Y | +12.8% | +4.6% | +8.2% | +11.5% |
| 3Y | -7.3% | +101.6% | -108.9% | -17.8% |
| 5Y | -50.7% | +124.5% | -175.2% | -57.1% |
| 10Y | +529.8% | +317.8% | +212.0% | +387.5% |
| All | +802.8% | +281.6% | +521.2% | +632.2% |
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