+415.3%
ASX vs PSX
+274.8%
+140.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.5% | +7.0% | +6.6% |
| 7D | -19.9% | -13.1% | -6.8% | -16.8% |
| 30D | -30.9% | -9.5% | -21.3% | -29.1% |
| 3M | -15.1% | +20.2% | -35.3% | -19.5% |
| 6M | -6.5% | +44.9% | -51.4% | -16.3% |
| YTD | +98.4% | +94.4% | +4.0% | +59.2% |
| 1Y | +107.9% | +83.1% | +24.8% | +70.0% |
| 3Y | +325.3% | +132.2% | +193.1% | +212.2% |
| All | +415.3% | +274.8% | +140.5% | +214.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling