+1,661.0%
ASX vs PSX
+1,139.4%
+521.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -0.7% | +4.5% | -5.3% | -2.0% |
| 30D | +2.0% | +26.6% | -24.6% | -4.9% |
| 3M | -1.3% | +39.3% | -40.6% | -10.9% |
| 6M | +71.4% | +56.8% | +14.6% | +48.2% |
| YTD | +135.3% | +101.8% | +33.5% | +87.4% |
| 1Y | +267.5% | +99.6% | +167.9% | +193.0% |
| 3Y | +388.5% | +140.3% | +248.1% | +261.0% |
| 5Y | +417.1% | +339.3% | +77.8% | +210.3% |
| 10Y | +872.7% | +369.9% | +502.9% | +424.7% |
| All | +1,661.0% | +1,139.4% | +521.6% | +630.4% |
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 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