+363.8%
PSX vs BB
-27.1%
+390.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | +1.4% |
| 7D | +2.8% | +0.5% | +2.3% | +2.8% |
| 30D | +27.8% | -12.4% | +40.1% | +29.0% |
| 3M | +42.0% | -15.3% | +57.3% | +43.0% |
| 6M | +58.1% | +128.8% | -70.7% | +44.3% |
| YTD | +105.0% | +107.7% | -2.6% | +88.8% |
| 1Y | +104.9% | +103.9% | +1.0% | +88.2% |
| 3Y | +134.1% | +72.6% | +61.5% | +112.9% |
| 5Y | +363.8% | -24.3% | +388.1% | +388.0% |
| All | +363.8% | -27.1% | +390.9% | +388.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling