+13.2%
B vs PSX
+84.9%
-71.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -6.3% |
| 7D | +7.1% | -7.8% | +14.9% | +5.3% |
| 30D | -3.3% | -9.9% | +6.5% | -5.3% |
| 3M | -2.5% | +16.9% | -19.5% | +0.2% |
| 6M | -7.2% | +48.0% | -55.2% | -1.9% |
| YTD | -7.4% | +98.3% | -105.7% | -8.5% |
| All | +13.2% | +84.9% | -71.7% | +14.4% |
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 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