+103.0%
PSX vs NDAQ
+0.3%
+102.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.6% |
| 7D | +1.8% | -1.6% | +3.4% | +1.7% |
| 30D | +21.6% | -1.5% | +23.1% | +21.5% |
| 3M | +46.5% | +8.0% | +38.4% | +47.1% |
| 6M | +62.0% | +7.7% | +54.3% | +63.3% |
| YTD | +106.3% | -2.3% | +108.7% | +105.5% |
| 1Y | +103.0% | +0.6% | +102.4% | +102.0% |
| All | +103.0% | +0.3% | +102.7% | +102.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling