+1,565.7%
ASX vs PSX
+1,118.1%
+447.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.9% | +4.2% | +3.5% |
| 7D | -9.1% | -7.8% | -1.3% | -6.7% |
| 30D | -23.6% | -9.9% | -13.7% | -21.3% |
| 3M | -5.6% | +16.9% | -22.6% | -10.0% |
| 6M | +4.7% | +48.0% | -43.3% | -7.5% |
| YTD | +122.6% | +98.3% | +24.2% | +77.9% |
| 1Y | +133.0% | +86.2% | +46.8% | +89.7% |
| 3Y | +367.1% | +144.0% | +223.2% | +243.6% |
| 5Y | +504.7% | +287.7% | +217.0% | +278.0% |
| 10Y | +887.2% | +338.3% | +548.9% | +441.5% |
| All | +1,565.7% | +1,118.1% | +447.6% | +593.2% |
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