+83.1%
PSX vs MSCI
+14.2%
+68.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.7% | -0.6% |
| 7D | -13.1% | +2.8% | -15.9% | -13.0% |
| 30D | -9.5% | +15.4% | -25.0% | -9.2% |
| 3M | +20.2% | +13.4% | +6.8% | +20.5% |
| 6M | +44.9% | +10.9% | +34.0% | +44.9% |
| YTD | +94.4% | +13.0% | +81.4% | +88.2% |
| 1Y | +83.1% | +12.0% | +71.0% | +78.9% |
| All | +83.1% | +14.2% | +68.9% | +78.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling