+345.0%
PSX vs KMB
-8.4%
+353.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.1% |
| 7D | +4.5% | -3.0% | +7.6% | +4.4% |
| 30D | +26.6% | -5.5% | +32.1% | +26.4% |
| 3M | +39.3% | +14.0% | +25.3% | +39.4% |
| 6M | +56.8% | +4.1% | +52.7% | +57.1% |
| YTD | +101.8% | +8.0% | +93.8% | +102.0% |
| 1Y | +99.6% | -13.7% | +113.3% | +100.8% |
| 3Y | +140.3% | -5.9% | +146.3% | +142.2% |
| All | +345.0% | -8.4% | +353.3% | +338.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling