-14.3%
TEAM vs HST
+87.2%
-101.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -2.4% | +3.6% | -6.0% | -4.2% |
| 30D | -26.7% | +11.2% | -37.9% | -30.7% |
| 3M | -9.6% | +13.1% | -22.7% | -15.4% |
| 6M | +86.0% | +23.9% | +62.1% | +64.8% |
| YTD | -7.5% | +52.3% | -59.8% | -28.5% |
| 1Y | -1.4% | +56.7% | -58.0% | -25.4% |
| 3Y | -14.3% | +87.5% | -101.8% | -48.1% |
| All | -14.3% | +87.2% | -101.5% | -48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling