+913.4%
ASX vs PSX
+371.8%
+541.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.6% | +4.5% | +5.6% |
| 7D | +6.3% | +2.8% | +3.5% | +5.4% |
| 30D | +6.4% | +27.8% | -21.3% | -1.3% |
| 3M | +13.1% | +42.0% | -28.9% | +1.2% |
| 6M | +90.3% | +58.1% | +32.2% | +63.0% |
| YTD | +149.6% | +105.0% | +44.6% | +95.5% |
| 1Y | +249.2% | +104.9% | +144.3% | +172.9% |
| 3Y | +445.9% | +134.1% | +311.8% | +299.7% |
| 5Y | +477.7% | +363.8% | +113.9% | +228.3% |
| 10Y | +913.4% | +370.1% | +543.3% | +418.2% |
| All | +913.4% | +371.8% | +541.6% | +418.2% |
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 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