+1,008.4%
ASX vs PSX
+364.5%
+643.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.6% | -5.7% | -4.5% |
| 7D | +22.1% | +6.4% | +15.7% | +19.9% |
| 30D | -23.8% | -10.2% | -13.6% | -21.3% |
| 3M | -7.6% | +17.2% | -24.8% | -12.2% |
| 6M | +6.9% | +51.8% | -44.8% | -6.7% |
| YTD | +127.7% | +108.0% | +19.7% | +77.2% |
| 1Y | +144.5% | +96.1% | +48.4% | +93.9% |
| 3Y | +377.8% | +155.9% | +221.9% | +239.8% |
| 5Y | +498.2% | +306.9% | +191.3% | +256.7% |
| All | +1,008.4% | +364.5% | +643.8% | +483.9% |
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