+112.5%
NET vs PSX
+342.7%
-230.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -10.5% |
| 3M | +3.8% | +39.3% | -35.4% | -4.9% |
| 6M | +50.0% | +56.8% | -6.8% | +32.6% |
| YTD | +41.5% | +101.8% | -60.3% | +16.2% |
| 1Y | +32.8% | +99.6% | -66.8% | +9.1% |
| 3Y | +335.9% | +140.3% | +195.5% | +228.6% |
| All | +112.5% | +342.7% | -230.2% | +43.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling