+87.9%
PSX vs ALL
+28.9%
+59.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.1% |
| 7D | -8.0% | -3.9% | -4.1% | -7.2% |
| 30D | -9.0% | +10.6% | -19.7% | -11.5% |
| 3M | +24.7% | -4.6% | +29.3% | +25.3% |
| 6M | +49.3% | +20.2% | +29.1% | +41.7% |
| YTD | +100.2% | +23.7% | +76.5% | +86.9% |
| All | +87.9% | +28.9% | +59.0% | +74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 1y: compounded portfolio wealth divided by compounded ALL 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…
1y analysis · Full analysis span regression · 6 months rolling