+99.6%
PSX vs BEN
+42.6%
+57.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | +0.4% |
| 7D | +4.5% | +0.2% | +4.3% | +4.6% |
| 30D | +26.6% | -0.5% | +27.2% | +26.6% |
| 3M | +39.3% | +9.7% | +29.5% | +39.7% |
| 6M | +56.8% | +33.9% | +22.9% | +59.0% |
| YTD | +101.8% | +49.0% | +52.8% | +99.0% |
| 1Y | +99.6% | +42.1% | +57.5% | +91.3% |
| All | +99.6% | +42.6% | +57.0% | +91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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