+12.8%
TEAM vs HST
+38.1%
-25.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.6% |
| 7D | -0.4% | -1.0% | +0.6% | -0.4% |
| 30D | +67.3% | -12.3% | +79.6% | +69.0% |
| 3M | +86.8% | -6.4% | +93.1% | +88.7% |
| 6M | +146.8% | +15.0% | +131.8% | +145.5% |
| YTD | +16.9% | +30.5% | -13.6% | +16.0% |
| 1Y | +12.8% | +35.7% | -22.9% | +7.8% |
| All | +12.8% | +38.1% | -25.3% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 1y: compounded portfolio wealth divided by compounded HST 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…
1y analysis · Full analysis span regression · 6 months rolling