+361.6%
PSX vs KMB
+39.0%
+322.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.4% |
| 7D | +7.8% | +0.9% | +6.9% | +7.6% |
| 30D | -10.9% | +10.1% | -21.0% | -12.5% |
| 3M | +14.5% | 0.0% | +14.4% | +14.2% |
| 6M | +56.1% | +15.7% | +40.4% | +51.0% |
| YTD | +109.6% | +12.6% | +96.9% | +103.2% |
| 1Y | +95.5% | +10.1% | +85.4% | +90.5% |
| 3Y | +156.2% | +2.1% | +154.0% | +149.4% |
| 5Y | +310.0% | -0.7% | +310.7% | +295.1% |
| All | +361.6% | +39.0% | +322.7% | +309.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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