+707.7%
BE vs PSX
+224.3%
+483.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.6% | -5.2% | -4.5% |
| 7D | +20.5% | +6.4% | +14.1% | +17.0% |
| 30D | -23.4% | -10.2% | -13.2% | -19.0% |
| 3M | -14.9% | +17.2% | -32.0% | -22.3% |
| 6M | -28.1% | +51.8% | -79.8% | -44.2% |
| YTD | +132.4% | +108.0% | +24.4% | +50.0% |
| 1Y | +59.4% | +96.1% | -36.8% | +5.7% |
| 3Y | +1,815.8% | +155.9% | +1,660.0% | +947.1% |
| 5Y | +491.3% | +306.9% | +184.4% | +126.4% |
| All | +707.7% | +224.3% | +483.5% | +161.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling