+99.6%
PSX vs AU
+100.5%
-0.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | 0.0% |
| 7D | +4.5% | -3.6% | +8.2% | +4.3% |
| 30D | +26.6% | +23.9% | +2.7% | +28.6% |
| 3M | +39.3% | +19.1% | +20.2% | +41.6% |
| 6M | +56.8% | -0.2% | +57.0% | +59.8% |
| YTD | +101.8% | +32.5% | +69.4% | +104.8% |
| 1Y | +99.6% | +96.9% | +2.7% | +124.1% |
| All | +99.6% | +100.5% | -0.9% | +124.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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