+102.5%
PSX vs WU
-11.2%
+113.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.1% | -0.8% |
| 7D | +1.5% | -5.0% | +6.5% | +1.8% |
| 30D | +15.8% | -2.3% | +18.1% | +15.9% |
| 3M | +43.0% | -3.2% | +46.2% | +42.5% |
| 6M | +61.1% | -25.0% | +86.1% | +65.4% |
| YTD | +104.5% | -21.7% | +126.2% | +108.3% |
| 1Y | +102.5% | -9.0% | +111.5% | +101.7% |
| All | +102.5% | -11.2% | +113.7% | +101.7% |
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