+57.4%
MAR vs PSX
+97.5%
-40.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.5% | +6.6% | +1.4% |
| 7D | +7.7% | -5.2% | +12.9% | +6.9% |
| 30D | +19.4% | -3.7% | +23.1% | +18.9% |
| 3M | +23.3% | +26.8% | -3.4% | +27.8% |
| 6M | +22.8% | +47.3% | -24.5% | +30.2% |
| YTD | +37.8% | +105.4% | -67.6% | +44.8% |
| 1Y | +57.4% | +96.9% | -39.6% | +66.5% |
| All | +57.4% | +97.5% | -40.1% | +66.5% |
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