+365.6%
PSX vs P
+705.1%
-339.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.1% |
| 7D | +4.5% | +6.5% | -2.0% | +3.4% |
| 30D | +26.6% | +18.8% | +7.8% | +22.7% |
| 3M | +39.3% | +26.7% | +12.5% | +32.6% |
| 6M | +56.8% | +62.2% | -5.4% | +41.8% |
| YTD | +101.8% | +48.5% | +53.3% | +83.7% |
| 1Y | +99.6% | +26.4% | +73.2% | +83.6% |
| 3Y | +140.3% | +159.4% | -19.1% | +79.1% |
| 5Y | +339.3% | +275.8% | +63.5% | +188.5% |
| All | +365.6% | +705.1% | -339.5% | +153.7% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 10y: compounded portfolio wealth divided by compounded P 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…
10y analysis · Full analysis span regression · 6 months rolling