+298.3%
PSX vs WU
-44.4%
+342.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.0% | +6.2% | +3.9% |
| 7D | -0.4% | +2.1% | -2.5% | -1.1% |
| 30D | -8.1% | +10.1% | -18.2% | -10.7% |
| 3M | +15.9% | -1.1% | +17.1% | +15.6% |
| 6M | +49.4% | -19.8% | +69.2% | +56.7% |
| YTD | +104.7% | -20.8% | +125.4% | +114.4% |
| 1Y | +89.1% | -15.1% | +104.2% | +93.3% |
| 3Y | +151.7% | -23.2% | +174.9% | +161.3% |
| 5Y | +298.3% | -42.6% | +340.9% | +339.3% |
| All | +298.3% | -44.4% | +342.7% | +339.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling