+345.0%
PSX vs ACWI
+67.7%
+277.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +4.5% | +0.5% | +4.0% | +4.2% |
| 30D | +26.6% | +0.9% | +25.7% | +25.7% |
| 3M | +39.3% | +2.4% | +36.9% | +36.3% |
| 6M | +56.8% | +12.4% | +44.4% | +42.0% |
| YTD | +101.8% | +15.2% | +86.7% | +78.7% |
| 1Y | +99.6% | +22.7% | +76.9% | +67.1% |
| 3Y | +140.3% | +75.8% | +64.6% | +51.7% |
| All | +345.0% | +67.7% | +277.3% | +192.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling