+378.1%
PSX vs BNY
+416.3%
-38.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.3% |
| 7D | +1.7% | -1.3% | +3.0% | +2.6% |
| 30D | +15.6% | -0.2% | +15.8% | +15.6% |
| 3M | +46.5% | +14.9% | +31.5% | +32.6% |
| 6M | +55.0% | +40.0% | +15.0% | +21.8% |
| YTD | +105.3% | +42.0% | +63.3% | +58.8% |
| 1Y | +101.6% | +56.9% | +44.7% | +45.2% |
| 3Y | +134.1% | +289.9% | -155.7% | -11.5% |
| 5Y | +368.7% | +259.2% | +109.5% | +80.1% |
| All | +378.1% | +416.3% | -38.2% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 10y: compounded portfolio wealth divided by compounded BNY 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…
10y analysis · Full analysis span regression · 6 months rolling