+12.8%
TEAM vs HWM
+48.6%
-35.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -2.9% |
| 7D | -0.4% | -2.1% | +1.7% | -1.3% |
| 30D | +67.3% | -11.0% | +78.3% | +58.4% |
| 3M | +86.8% | +4.0% | +82.7% | +89.5% |
| 6M | +146.8% | -0.2% | +147.0% | +149.6% |
| YTD | +16.9% | +26.7% | -9.7% | +19.8% |
| 1Y | +12.8% | +44.7% | -31.9% | +16.0% |
| All | +12.8% | +48.6% | -35.8% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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