+363.8%
PSX vs FITB
+71.1%
+292.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.2% | +1.9% |
| 7D | +2.8% | +2.8% | 0.0% | +1.6% |
| 30D | +27.8% | -4.5% | +32.3% | +30.1% |
| 3M | +42.0% | +5.7% | +36.4% | +38.3% |
| 6M | +58.1% | +17.1% | +41.0% | +46.1% |
| YTD | +105.0% | +18.3% | +86.7% | +87.6% |
| 1Y | +104.9% | +23.9% | +81.0% | +83.0% |
| 3Y | +134.1% | +131.1% | +3.0% | +59.7% |
| 5Y | +363.8% | +71.1% | +292.7% | +231.7% |
| All | +363.8% | +71.1% | +292.7% | +231.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FITB 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling