+360.5%
BE vs PSX
+101.0%
+259.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.2% | +7.4% |
| 7D | +20.0% | +4.5% | +15.4% | +20.2% |
| 30D | +7.9% | +26.6% | -18.7% | +8.2% |
| 3M | -13.2% | +39.3% | -52.5% | -11.8% |
| 6M | +53.5% | +56.8% | -3.4% | +50.3% |
| YTD | +191.0% | +101.8% | +89.2% | +164.6% |
| 1Y | +360.5% | +99.6% | +260.9% | +313.7% |
| All | +360.5% | +101.0% | +259.5% | +313.7% |
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