+96.9%
PSX vs BB
+88.0%
+8.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +7.0% | -11.5% | -4.2% |
| 7D | -5.2% | -6.8% | +1.6% | -5.3% |
| 30D | -3.7% | -3.5% | -0.2% | -3.6% |
| 3M | +26.8% | -1.2% | +28.0% | +27.2% |
| 6M | +47.3% | +57.0% | -9.7% | +52.1% |
| YTD | +105.4% | +131.1% | -25.7% | +121.0% |
| 1Y | +96.9% | +87.6% | +9.3% | +114.5% |
| All | +96.9% | +88.0% | +8.9% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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