+101.6%
PSX vs AU
+72.0%
+29.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.4% |
| 7D | +1.7% | -4.3% | +6.0% | +1.4% |
| 30D | +15.6% | +7.3% | +8.3% | +16.2% |
| 3M | +46.5% | +26.3% | +20.1% | +49.1% |
| 6M | +55.0% | +1.8% | +53.2% | +57.1% |
| YTD | +105.3% | +26.8% | +78.5% | +107.2% |
| 1Y | +101.6% | +66.7% | +34.9% | +108.1% |
| All | +101.6% | +72.0% | +29.6% | +108.1% |
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