+1,784.6%
BE vs PSX
+138.7%
+1,645.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.6% | +8.0% | +9.2% |
| 7D | +29.8% | +2.8% | +26.9% | +28.7% |
| 30D | +26.4% | +27.8% | -1.4% | +16.9% |
| 3M | +9.3% | +42.0% | -32.7% | -2.8% |
| 6M | +105.1% | +58.1% | +46.9% | +72.8% |
| YTD | +219.0% | +105.0% | +114.0% | +139.7% |
| 1Y | +418.8% | +104.9% | +313.8% | +286.3% |
| 3Y | +1,784.6% | +134.1% | +1,650.5% | +1,091.0% |
| All | +1,784.6% | +138.7% | +1,645.9% | +1,091.0% |
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