+376.3%
PSX vs NDAQ
+370.8%
+5.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.5% | +0.1% |
| 7D | +1.5% | -6.8% | +8.3% | +4.5% |
| 30D | +15.8% | -3.2% | +19.0% | +17.3% |
| 3M | +43.0% | +6.5% | +36.5% | +38.1% |
| 6M | +61.1% | +5.7% | +55.3% | +55.2% |
| YTD | +104.5% | -4.6% | +109.2% | +104.9% |
| 1Y | +102.5% | -1.6% | +104.1% | +99.1% |
| 3Y | +133.5% | +86.4% | +47.0% | +66.5% |
| 5Y | +367.0% | +50.3% | +316.6% | +259.1% |
| All | +376.3% | +370.8% | +5.5% | +106.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded NDAQ 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling