+71.4%
ASX vs PSX
+62.8%
+8.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.3% |
| 7D | -0.7% | +4.5% | -5.3% | +0.7% |
| 30D | +2.0% | +26.6% | -24.6% | +9.4% |
| 3M | -1.3% | +39.3% | -40.6% | +11.5% |
| 6M | +71.4% | +56.8% | +14.6% | +99.1% |
| All | +71.4% | +62.8% | +8.7% | +99.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling