+327.1%
NET vs PSX
+139.3%
+187.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.1% | -2.0% |
| 7D | -7.0% | +4.5% | -11.5% | -8.1% |
| 30D | -4.8% | +26.6% | -31.4% | -10.7% |
| 3M | +3.8% | +39.3% | -35.4% | -5.1% |
| 6M | +50.0% | +56.8% | -6.8% | +31.8% |
| YTD | +41.5% | +101.8% | -60.3% | +14.7% |
| 1Y | +32.8% | +99.6% | -66.8% | +7.6% |
| All | +327.1% | +139.3% | +187.8% | +189.5% |
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 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