+494.0%
TEAM vs PSA
+101.3%
+392.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -7.8% | -3.6% | -4.1% | -6.7% |
| 30D | +16.5% | -9.4% | +25.9% | +20.3% |
| 3M | +96.2% | -8.2% | +104.4% | +101.9% |
| 6M | +130.2% | -1.8% | +132.0% | +130.1% |
| YTD | +10.7% | +15.7% | -5.0% | +3.5% |
| 1Y | +3.0% | +6.3% | -3.3% | -0.7% |
| 3Y | -13.1% | +21.6% | -34.6% | -22.1% |
| 5Y | -52.7% | +13.5% | -66.2% | -55.9% |
| All | +494.0% | +101.3% | +392.7% | +408.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 10y: compounded portfolio wealth divided by compounded PSA 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…
10y analysis · Full analysis span regression · 6 months rolling