+368.6%
ASX vs PSX
+157.7%
+211.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.2% |
| 7D | +12.4% | +7.8% | +4.6% | +10.6% |
| 30D | -19.8% | -10.9% | -8.9% | -18.1% |
| 3M | -10.3% | +14.5% | -24.8% | -13.1% |
| 6M | +1.2% | +56.1% | -54.9% | -8.8% |
| YTD | +123.0% | +109.6% | +13.4% | +79.8% |
| 1Y | +145.4% | +95.5% | +49.9% | +102.7% |
| 3Y | +368.6% | +156.2% | +212.4% | +252.0% |
| All | +368.6% | +157.7% | +211.0% | +252.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling