+494.4%
TEAM vs PSX
+386.4%
+108.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -5.2% | +1.7% | -6.9% | -5.5% |
| 30D | +15.8% | +15.6% | +0.1% | +12.6% |
| 3M | +101.5% | +46.5% | +55.0% | +87.3% |
| 6M | +138.2% | +55.0% | +83.2% | +118.6% |
| YTD | +10.8% | +105.3% | -94.5% | -4.0% |
| 1Y | +1.7% | +101.6% | -99.9% | -11.8% |
| 3Y | -16.0% | +134.1% | -150.2% | -29.7% |
| 5Y | -52.7% | +368.7% | -421.4% | -64.8% |
| All | +494.4% | +386.4% | +108.0% | +346.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling