+141.2%
PSX vs MSCI
+10.6%
+130.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +4.5% | +0.4% | +4.1% | +4.5% |
| 30D | +26.6% | +0.6% | +26.0% | +26.5% |
| 3M | +39.3% | -7.1% | +46.3% | +40.4% |
| 6M | +56.8% | +0.8% | +56.0% | +55.8% |
| YTD | +101.8% | +1.0% | +100.8% | +99.5% |
| 1Y | +99.6% | +4.3% | +95.3% | +95.2% |
| All | +141.2% | +10.6% | +130.6% | +135.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling