+740.1%
TEAM vs HLT
+595.9%
+144.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.2% | -4.8% | -5.8% |
| 7D | -5.7% | -2.4% | -3.3% | -4.4% |
| 30D | +18.3% | -4.1% | +22.4% | +20.8% |
| 3M | +80.2% | -10.6% | +90.8% | +89.9% |
| 6M | +111.0% | +2.0% | +108.9% | +104.9% |
| YTD | +8.8% | +6.1% | +2.7% | +3.2% |
| 1Y | +2.2% | +9.8% | -7.7% | -5.2% |
| 3Y | -14.6% | +99.0% | -113.6% | -41.8% |
| 5Y | -53.8% | +151.5% | -205.3% | -71.0% |
| 10Y | +475.2% | +561.1% | -85.9% | +98.2% |
| All | +740.1% | +595.9% | +144.2% | +169.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling