+1.7%
TEAM vs PSX
+103.3%
-101.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | -5.2% | +1.7% | -6.9% | -5.2% |
| 30D | +15.8% | +15.6% | +0.1% | +15.7% |
| 3M | +101.5% | +46.5% | +55.0% | +100.4% |
| 6M | +138.2% | +55.0% | +83.2% | +134.8% |
| YTD | +10.8% | +105.3% | -94.5% | +11.1% |
| 1Y | +1.7% | +101.6% | -99.9% | +1.4% |
| All | +1.7% | +103.3% | -101.6% | +1.4% |
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