+104.9%
PSX vs GPC
-0.1%
+105.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.9% | +4.5% | +1.6% |
| 7D | +2.8% | +0.2% | +2.6% | +2.8% |
| 30D | +27.8% | -0.4% | +28.1% | +27.8% |
| 3M | +42.0% | +39.2% | +2.9% | +39.2% |
| 6M | +58.1% | +18.2% | +39.9% | +59.7% |
| YTD | +105.0% | +12.1% | +92.9% | +105.2% |
| 1Y | +104.9% | -0.7% | +105.6% | +109.5% |
| All | +104.9% | -0.1% | +105.0% | +109.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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