+1,513.2%
ASX vs PSX
+1,129.4%
+383.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.0% | +5.7% | +7.8% |
| 7D | -12.3% | -8.0% | -4.3% | -9.9% |
| 30D | -26.0% | -9.0% | -17.0% | -24.0% |
| 3M | -8.1% | +24.7% | -32.8% | -14.1% |
| 6M | +1.4% | +49.3% | -48.0% | -10.6% |
| YTD | +115.6% | +100.2% | +15.4% | +71.9% |
| 1Y | +128.0% | +88.8% | +39.2% | +84.9% |
| 3Y | +371.4% | +152.5% | +218.9% | +243.3% |
| 5Y | +469.4% | +283.2% | +186.2% | +257.2% |
| 10Y | +842.6% | +345.8% | +496.8% | +414.7% |
| All | +1,513.2% | +1,129.4% | +383.8% | +569.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling