+302.5%
PSX vs TRI
+0.5%
+302.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | +7.8% | -2.9% | +10.7% | +8.0% |
| 30D | -10.9% | +3.7% | -14.6% | -11.3% |
| 3M | +14.5% | +3.7% | +10.8% | +13.8% |
| 6M | +56.1% | +35.1% | +21.0% | +49.8% |
| YTD | +109.6% | -14.0% | +123.6% | +111.5% |
| 1Y | +95.5% | -19.0% | +114.5% | +99.1% |
| 3Y | +156.2% | -12.0% | +168.2% | +156.3% |
| All | +302.5% | +0.5% | +302.0% | +283.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 5y: compounded portfolio wealth divided by compounded TRI 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…
5y analysis · Full analysis span regression · 6 months rolling