+1,067.6%
PSX vs ACWI
+344.7%
+722.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -13.1% | -2.4% | -10.8% | -11.0% |
| 30D | -9.5% | -5.2% | -4.3% | -4.6% |
| 3M | +20.2% | -4.8% | +25.0% | +25.9% |
| 6M | +44.9% | -1.3% | +46.2% | +44.6% |
| YTD | +94.4% | +8.4% | +86.0% | +72.3% |
| 1Y | +83.1% | +11.0% | +72.0% | +57.7% |
| 3Y | +132.2% | +70.6% | +61.6% | +22.2% |
| 5Y | +278.8% | +55.3% | +223.5% | +118.5% |
| 10Y | +354.2% | +223.2% | +131.0% | +12.1% |
| All | +1,067.6% | +344.7% | +722.9% | +80.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling