+132.2%
PSX vs KMB
+2.8%
+129.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.6% |
| 7D | -13.1% | +0.5% | -13.6% | -13.0% |
| 30D | -9.5% | +12.4% | -21.9% | -9.0% |
| 3M | +20.2% | +1.0% | +19.2% | +20.5% |
| 6M | +44.9% | +12.1% | +32.8% | +45.1% |
| YTD | +94.4% | +11.6% | +82.8% | +94.9% |
| 1Y | +83.1% | +13.1% | +70.0% | +83.4% |
| 3Y | +132.2% | +1.6% | +130.6% | +126.6% |
| All | +132.2% | +2.8% | +129.4% | +126.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling