+86.2%
PSX vs BN
-7.9%
+94.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -1.2% |
| 7D | -7.8% | +4.3% | -12.1% | -6.9% |
| 30D | -9.9% | +14.3% | -24.2% | -7.2% |
| 3M | +16.9% | -4.1% | +21.0% | +17.2% |
| 6M | +48.0% | -9.7% | +57.6% | +47.8% |
| YTD | +98.3% | -7.1% | +105.5% | +99.6% |
| 1Y | +86.2% | -7.4% | +93.6% | +87.6% |
| All | +86.2% | -7.9% | +94.1% | +87.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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