-65.4%
TEAM vs HST
+82.3%
-147.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -2.4% | +3.6% | -6.0% | -4.8% |
| 30D | -26.7% | +11.2% | -37.9% | -31.9% |
| 3M | -9.6% | +13.1% | -22.7% | -17.1% |
| 6M | +86.0% | +23.9% | +62.1% | +58.8% |
| YTD | -7.5% | +52.3% | -59.8% | -33.0% |
| 1Y | -1.4% | +56.7% | -58.0% | -30.2% |
| 3Y | -14.3% | +87.5% | -101.8% | -48.8% |
| All | -65.4% | +82.3% | -147.7% | -79.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling