+154.3%
PSX vs BN
+100.0%
+54.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.9% |
| 7D | +6.4% | -0.3% | +6.7% | +6.5% |
| 30D | -10.2% | +13.6% | -23.7% | -13.2% |
| 3M | +17.2% | -6.7% | +23.8% | +19.2% |
| 6M | +51.8% | -9.0% | +60.7% | +54.9% |
| YTD | +108.0% | -8.8% | +116.8% | +110.6% |
| 1Y | +96.1% | -10.6% | +106.7% | +99.8% |
| All | +154.3% | +100.0% | +54.3% | +104.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling