+746.4%
TEAM vs PSLV
+301.1%
+445.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | +0.4% |
| 7D | -4.7% | +3.3% | -8.0% | -5.0% |
| 30D | +17.0% | +2.1% | +14.9% | +16.7% |
| 3M | +85.9% | +7.1% | +78.8% | +84.1% |
| 6M | +116.7% | -21.6% | +138.2% | +121.3% |
| YTD | +9.6% | -6.7% | +16.3% | +5.9% |
| 1Y | -2.5% | +59.3% | -61.8% | -16.3% |
| 3Y | -14.0% | +182.1% | -196.1% | -35.3% |
| 5Y | -53.1% | +162.6% | -215.7% | -64.7% |
| 10Y | +502.9% | +203.0% | +299.9% | +318.7% |
| All | +746.4% | +301.1% | +445.3% | +541.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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