+125.7%
ASX vs PSX
+89.2%
+36.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.0% | +5.7% | +8.8% |
| 7D | -12.3% | -8.0% | -4.3% | -13.4% |
| 30D | -26.0% | -9.0% | -17.0% | -26.9% |
| 3M | -8.1% | +24.7% | -32.8% | -4.1% |
| 6M | +1.4% | +49.3% | -48.0% | +10.3% |
| YTD | +115.6% | +100.2% | +15.4% | +128.3% |
| All | +125.7% | +89.2% | +36.4% | +144.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling