+358.2%
PSX vs MSCI
+799.8%
-441.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.0% |
| 7D | +6.4% | -0.7% | +7.1% | +6.6% |
| 30D | -10.2% | +16.2% | -26.4% | -13.9% |
| 3M | +17.2% | +16.1% | +1.0% | +12.1% |
| 6M | +51.8% | +12.9% | +38.8% | +45.5% |
| YTD | +108.0% | +14.8% | +93.2% | +97.0% |
| 1Y | +96.1% | +13.8% | +82.3% | +86.2% |
| 3Y | +155.9% | +31.2% | +124.6% | +128.1% |
| 5Y | +306.9% | +5.6% | +301.4% | +277.9% |
| All | +358.2% | +799.8% | -441.6% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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