-2.1%
TEAM vs HST
+53.7%
-55.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | -16.9% | +3.6% | -20.5% | -17.3% |
| 30D | -26.8% | +9.9% | -36.7% | -27.4% |
| 3M | -1.9% | +12.9% | -14.8% | -2.9% |
| 6M | +79.2% | +22.9% | +56.3% | +79.3% |
| YTD | -6.1% | +52.4% | -58.5% | -6.7% |
| 1Y | -2.1% | +52.5% | -54.6% | -3.1% |
| All | -2.1% | +53.7% | -55.8% | -3.1% |
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