+146.8%
TEAM vs HWM
-0.3%
+147.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -2.9% |
| 7D | -0.4% | -2.1% | +1.7% | -1.7% |
| 30D | +67.3% | -11.0% | +78.3% | +55.1% |
| 3M | +86.8% | +4.0% | +82.7% | +90.9% |
| 6M | +146.8% | -0.2% | +147.0% | +152.0% |
| All | +146.8% | -0.3% | +147.1% | +152.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling