+12.8%
TEAM vs PSX
+101.0%
-88.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.6% |
| 7D | -0.4% | +4.5% | -5.0% | -0.5% |
| 30D | +67.3% | +26.6% | +40.7% | +66.8% |
| 3M | +86.8% | +39.3% | +47.5% | +84.9% |
| 6M | +146.8% | +56.8% | +90.0% | +142.8% |
| YTD | +16.9% | +101.8% | -84.9% | +15.2% |
| 1Y | +12.8% | +99.6% | -86.8% | +10.1% |
| All | +12.8% | +101.0% | -88.3% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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