+55.3%
BE vs PSX
+97.5%
-42.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.5% | -1.8% | -6.8% |
| 7D | -12.1% | -5.2% | -7.0% | -12.6% |
| 30D | -30.1% | -3.7% | -26.3% | -30.4% |
| 3M | -12.1% | +26.8% | -38.9% | -10.8% |
| 6M | -30.6% | +47.3% | -77.9% | -28.5% |
| YTD | +130.6% | +105.4% | +25.2% | +121.1% |
| 1Y | +55.3% | +96.9% | -41.6% | +50.4% |
| All | +55.3% | +97.5% | -42.2% | +50.4% |
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