+420.4%
PSX vs GRAB
-74.3%
+494.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -1.0% | +0.3% |
| 7D | +1.7% | -10.8% | +12.5% | +2.2% |
| 30D | +15.6% | -15.5% | +31.1% | +16.4% |
| 3M | +46.5% | -9.0% | +55.4% | +46.8% |
| 6M | +55.0% | -21.6% | +76.6% | +56.2% |
| YTD | +105.3% | -38.9% | +144.2% | +109.2% |
| 1Y | +101.6% | -44.8% | +146.4% | +106.4% |
| 3Y | +134.1% | -18.4% | +152.6% | +134.6% |
| 5Y | +368.7% | -71.6% | +440.3% | +354.8% |
| All | +420.4% | -74.3% | +494.8% | +410.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 GRAB 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