+103.0%
PSX vs EXE
+4.5%
+98.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +1.1% |
| 7D | +1.8% | -2.7% | +4.5% | +2.6% |
| 30D | +21.6% | -0.4% | +22.0% | +21.7% |
| 3M | +46.5% | +9.5% | +37.0% | +42.6% |
| 6M | +62.0% | -9.3% | +71.4% | +65.5% |
| YTD | +106.3% | -10.9% | +117.2% | +111.7% |
| 1Y | +103.0% | +4.3% | +98.7% | +97.1% |
| All | +103.0% | +4.5% | +98.5% | +97.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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