+132.2%
PSX vs ACWI
+70.3%
+61.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -13.1% | -2.4% | -10.8% | -11.9% |
| 30D | -9.5% | -5.2% | -4.3% | -6.7% |
| 3M | +20.2% | -4.8% | +25.0% | +23.4% |
| 6M | +44.9% | -1.3% | +46.2% | +44.4% |
| YTD | +94.4% | +8.4% | +86.0% | +77.7% |
| 1Y | +83.1% | +11.0% | +72.0% | +63.1% |
| 3Y | +132.2% | +70.6% | +61.6% | +39.1% |
| All | +132.2% | +70.3% | +61.8% | +39.1% |
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