+278.0%
PH vs GRAB
-74.3%
+352.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.6% |
| 7D | -1.3% | -10.8% | +9.5% | -0.1% |
| 30D | -11.0% | -15.5% | +4.5% | -9.4% |
| 3M | +5.5% | -9.0% | +14.5% | +6.4% |
| 6M | +1.5% | -21.6% | +23.1% | +3.9% |
| YTD | +8.8% | -38.9% | +47.7% | +14.3% |
| 1Y | +24.5% | -44.8% | +69.3% | +32.0% |
| 3Y | +141.2% | -18.4% | +159.6% | +142.8% |
| 5Y | +256.3% | -71.6% | +327.9% | +257.3% |
| All | +278.0% | -74.3% | +352.4% | +293.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 10y: compounded portfolio wealth divided by compounded GRAB 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…
10y analysis · Full analysis span regression · 6 months rolling