+98.3%
PSX vs Q
+78.4%
+19.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.1% | +0.8% |
| 7D | +1.8% | +6.6% | -4.8% | +2.3% |
| 30D | +21.6% | -6.6% | +28.2% | +21.1% |
| 3M | +46.5% | -13.2% | +59.7% | +45.2% |
| 6M | +62.0% | +9.9% | +52.1% | +62.9% |
| YTD | +106.3% | +53.9% | +52.4% | +111.0% |
| All | +98.3% | +78.4% | +19.8% | +103.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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