+96.1%
PSX vs WU
-16.8%
+112.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.6% |
| 7D | +6.4% | -5.3% | +11.7% | +6.5% |
| 30D | -10.2% | +9.0% | -19.2% | -10.6% |
| 3M | +17.2% | -3.6% | +20.7% | +17.2% |
| 6M | +51.8% | -19.4% | +71.2% | +55.6% |
| YTD | +108.0% | -21.7% | +129.7% | +111.8% |
| 1Y | +96.1% | -16.1% | +112.2% | +94.9% |
| All | +96.1% | -16.8% | +112.9% | +94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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