+96.9%
PSX vs WM
+21.9%
+75.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.2% | -4.7% |
| 7D | -5.2% | +5.9% | -11.1% | -5.9% |
| 30D | -3.7% | +15.4% | -19.1% | -5.9% |
| 3M | +26.8% | +6.3% | +20.4% | +25.8% |
| 6M | +47.3% | +5.6% | +41.7% | +45.5% |
| YTD | +105.4% | +9.9% | +95.5% | +100.2% |
| 1Y | +96.9% | +20.8% | +76.1% | +89.9% |
| All | +96.9% | +21.9% | +75.0% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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