+99.6%
PSX vs NI
+1.4%
+98.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.1% |
| 7D | +4.5% | +2.0% | +2.5% | +4.7% |
| 30D | +26.6% | -3.5% | +30.1% | +26.2% |
| 3M | +39.3% | -9.1% | +48.4% | +38.2% |
| 6M | +56.8% | -11.8% | +68.7% | +55.2% |
| YTD | +101.8% | +1.1% | +100.7% | +102.3% |
| 1Y | +99.6% | +6.7% | +92.9% | +100.7% |
| All | +99.6% | +1.4% | +98.2% | +100.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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