+89.1%
PSX vs MSCI
+15.9%
+73.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +3.2% |
| 7D | -0.4% | -1.9% | +1.5% | -0.4% |
| 30D | -8.1% | +16.5% | -24.6% | -7.7% |
| 3M | +15.9% | +18.2% | -2.3% | +16.3% |
| 6M | +49.4% | +14.0% | +35.4% | +49.5% |
| YTD | +104.7% | +16.6% | +88.1% | +98.0% |
| 1Y | +89.1% | +14.8% | +74.3% | +87.1% |
| All | +89.1% | +15.9% | +73.2% | +87.1% |
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