+39.5%
TEAM vs HST
+4.6%
+34.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | 0.0% | -16.1% | -16.1% |
| 7D | -19.8% | -2.7% | -17.2% | -18.9% |
| 30D | -21.5% | +10.7% | -32.2% | -20.7% |
| 3M | +39.5% | +6.3% | +33.2% | +41.4% |
| All | +39.5% | +4.6% | +34.9% | +41.4% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling