-65.5%
TEAM vs PSX
+300.2%
-365.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.2% | -0.6% | +1.8% |
| 7D | -19.7% | -0.4% | -19.4% | -19.6% |
| 30D | -26.6% | -8.1% | -18.5% | -25.3% |
| 3M | -1.1% | +15.9% | -17.0% | -5.1% |
| 6M | +74.6% | +49.4% | +25.2% | +56.6% |
| YTD | -6.0% | +104.7% | -110.6% | -23.6% |
| 1Y | -3.2% | +89.1% | -92.3% | -19.6% |
| 3Y | -13.5% | +151.7% | -165.3% | -34.7% |
| 5Y | -65.5% | +298.3% | -363.8% | -76.2% |
| All | -65.5% | +300.2% | -365.7% | -76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling