+1,874.3%
BE vs PSX
+151.6%
+1,722.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +3.2% | +9.8% | +12.0% |
| 7D | +4.5% | -0.4% | +4.9% | +5.0% |
| 30D | -20.1% | -8.1% | -12.0% | -18.4% |
| 3M | -0.8% | +15.9% | -16.7% | -5.6% |
| 6M | -26.2% | +49.4% | -75.6% | -36.1% |
| YTD | +141.1% | +104.7% | +36.4% | +81.3% |
| 1Y | +64.8% | +89.1% | -24.2% | +27.8% |
| All | +1,874.3% | +151.6% | +1,722.7% | +993.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling