+1,112.1%
PSX vs TT
+2,227.8%
-1,115.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.2% |
| 7D | +4.5% | 0.0% | +4.5% | +4.5% |
| 30D | +26.6% | -7.2% | +33.8% | +30.7% |
| 3M | +39.3% | -3.0% | +42.2% | +39.6% |
| 6M | +56.8% | +1.4% | +55.5% | +52.2% |
| YTD | +101.8% | +15.9% | +85.9% | +83.0% |
| 1Y | +99.6% | +9.4% | +90.2% | +85.0% |
| 3Y | +140.3% | +124.4% | +16.0% | +48.8% |
| 5Y | +339.3% | +138.0% | +201.3% | +153.3% |
| 10Y | +369.9% | +886.4% | -516.5% | +15.4% |
| All | +1,112.1% | +2,227.8% | -1,115.7% | +96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded TT 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling