+150.2%
PSX vs ACWI
+76.1%
+74.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +2.0% | +2.5% |
| 7D | -0.4% | -0.7% | +0.3% | +0.1% |
| 30D | -8.1% | -2.0% | -6.1% | -7.1% |
| 3M | +15.9% | -2.2% | +18.1% | +17.2% |
| 6M | +49.4% | +1.9% | +47.5% | +46.1% |
| YTD | +104.7% | +12.0% | +92.7% | +83.6% |
| 1Y | +89.1% | +12.5% | +76.6% | +68.7% |
| All | +150.2% | +76.1% | +74.1% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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