+15.1%
TEAM vs HST
+76.4%
-61.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.7% |
| 7D | -13.7% | +3.3% | -17.1% | -13.9% |
| 30D | -3.4% | +16.4% | -19.8% | -4.0% |
| 3M | +72.1% | +5.5% | +66.7% | +71.8% |
| 6M | +103.8% | +31.1% | +72.7% | +105.7% |
| YTD | +17.1% | +55.9% | -38.8% | +18.7% |
| 1Y | +15.1% | +75.6% | -60.5% | +14.9% |
| All | +15.1% | +76.4% | -61.3% | +14.9% |
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