+56.1%
B vs PSX
+104.4%
-48.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.2% |
| 7D | +1.0% | +1.8% | -0.8% | +1.4% |
| 30D | +9.5% | +21.6% | -12.1% | +13.1% |
| 3M | +14.3% | +46.5% | -32.1% | +20.7% |
| 6M | -1.9% | +62.0% | -63.9% | +2.7% |
| YTD | +4.1% | +106.3% | -102.2% | +4.7% |
| 1Y | +56.1% | +103.0% | -46.9% | +58.0% |
| All | +56.1% | +104.4% | -48.3% | +58.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling