+443.6%
TEAM vs PSX
+368.0%
+75.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.6% |
| 7D | -2.4% | +7.8% | -10.2% | -3.7% |
| 30D | -26.7% | -10.9% | -15.8% | -25.3% |
| 3M | -9.6% | +14.5% | -24.1% | -12.1% |
| 6M | +86.0% | +56.1% | +29.9% | +70.7% |
| YTD | -7.5% | +109.6% | -117.1% | -20.3% |
| 1Y | -1.4% | +95.5% | -96.9% | -13.9% |
| 3Y | -14.3% | +156.2% | -170.5% | -29.4% |
| 5Y | -66.3% | +310.0% | -376.3% | -74.4% |
| All | +443.6% | +368.0% | +75.6% | +327.1% |
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 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