+152.5%
PSX vs A
+67.3%
+85.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.1% | -0.1% | +2.4% |
| 7D | -8.0% | +4.8% | -12.8% | -8.8% |
| 30D | -9.0% | +5.6% | -14.7% | -10.0% |
| 3M | +24.7% | +23.6% | +1.1% | +19.2% |
| 6M | +49.3% | +56.4% | -7.0% | +34.3% |
| YTD | +100.2% | +33.4% | +66.8% | +87.9% |
| 1Y | +88.8% | +23.7% | +65.1% | +81.4% |
| 3Y | +152.5% | +71.0% | +81.5% | +123.6% |
| All | +152.5% | +67.3% | +85.2% | +123.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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