-52.3%
TEAM vs HLT
+142.1%
-194.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -5.2% | -1.6% | -3.6% | -4.0% |
| 30D | +15.8% | -5.0% | +20.8% | +20.2% |
| 3M | +101.5% | -10.4% | +111.9% | +117.2% |
| 6M | +138.2% | +3.2% | +134.9% | +124.0% |
| YTD | +10.8% | +6.7% | +4.1% | +0.7% |
| 1Y | +1.7% | +10.3% | -8.6% | -10.8% |
| 3Y | -16.0% | +99.3% | -115.4% | -57.6% |
| All | -52.3% | +142.1% | -194.4% | -77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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