+614.2%
TEAM vs PSX
+355.5%
+258.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.7% |
| 7D | -2.4% | +7.8% | -10.2% | -3.8% |
| 30D | -26.7% | -10.9% | -15.8% | -25.2% |
| 3M | -9.6% | +14.5% | -24.1% | -12.3% |
| 6M | +86.0% | +56.1% | +29.9% | +69.6% |
| YTD | -7.5% | +109.6% | -117.1% | -21.2% |
| 1Y | -1.4% | +95.5% | -96.9% | -14.8% |
| 3Y | -14.3% | +156.2% | -170.5% | -30.5% |
| 5Y | -66.3% | +310.0% | -376.3% | -75.1% |
| 10Y | +445.6% | +368.0% | +77.6% | +275.3% |
| All | +614.2% | +355.5% | +258.8% | +404.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling