+367.0%
PSX vs GRAB
-72.0%
+439.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | +1.5% | -12.0% | +13.5% | +2.1% |
| 30D | +15.8% | -19.5% | +35.4% | +17.1% |
| 3M | +43.0% | -8.0% | +51.0% | +43.3% |
| 6M | +61.1% | -22.2% | +83.3% | +62.8% |
| YTD | +104.5% | -39.7% | +144.2% | +109.7% |
| 1Y | +102.5% | -43.2% | +145.7% | +108.1% |
| 3Y | +133.5% | -19.1% | +152.6% | +133.8% |
| 5Y | +367.0% | -72.0% | +439.0% | +367.5% |
| All | +367.0% | -72.0% | +439.0% | +367.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling