+802.8%
TEAM vs HST
+120.1%
+682.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.7% |
| 7D | -0.4% | -1.0% | +0.6% | -0.1% |
| 30D | +67.3% | -12.3% | +79.6% | +74.1% |
| 3M | +86.8% | -6.4% | +93.1% | +90.5% |
| 6M | +146.8% | +15.0% | +131.8% | +134.3% |
| YTD | +16.9% | +30.5% | -13.6% | +6.3% |
| 1Y | +12.8% | +35.7% | -22.9% | +0.9% |
| 3Y | -7.3% | +68.4% | -75.7% | -22.4% |
| 5Y | -50.7% | +73.1% | -123.8% | -58.0% |
| 10Y | +529.8% | +92.7% | +437.1% | +398.2% |
| All | +802.8% | +120.1% | +682.7% | +536.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling