+1,131.3%
PSX vs FTI
+141.6%
+989.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.5% |
| 7D | +2.8% | -0.2% | +3.0% | +2.9% |
| 30D | +27.8% | +12.3% | +15.4% | +21.3% |
| 3M | +42.0% | +13.8% | +28.3% | +33.7% |
| 6M | +58.1% | +24.3% | +33.8% | +42.3% |
| YTD | +105.0% | +75.8% | +29.3% | +57.8% |
| 1Y | +104.9% | +99.6% | +5.3% | +48.7% |
| 3Y | +134.1% | +278.4% | -144.4% | +23.9% |
| 5Y | +363.8% | +1,168.7% | -804.9% | +33.5% |
| 10Y | +370.1% | +297.5% | +72.6% | +76.6% |
| All | +1,131.3% | +141.6% | +989.8% | +387.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FTI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling