-14.6%
TEAM vs PSX
+138.7%
-153.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.6% | -8.5% | -7.4% |
| 7D | -5.7% | +2.8% | -8.5% | -6.4% |
| 30D | +18.3% | +27.8% | -9.4% | +10.5% |
| 3M | +80.2% | +42.0% | +38.2% | +62.7% |
| 6M | +111.0% | +58.1% | +52.9% | +83.4% |
| YTD | +8.8% | +105.0% | -96.2% | -14.1% |
| 1Y | +2.2% | +104.9% | -102.8% | -19.7% |
| 3Y | -14.6% | +134.1% | -148.7% | -40.0% |
| All | -14.6% | +138.7% | -153.3% | -40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling