+1,112.1%
PSX vs WU
-16.2%
+1,128.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.1% | +0.5% |
| 7D | +4.5% | -0.8% | +5.4% | +4.8% |
| 30D | +26.6% | -1.1% | +27.7% | +26.9% |
| 3M | +39.3% | -3.9% | +43.1% | +38.7% |
| 6M | +56.8% | -20.7% | +77.5% | +68.0% |
| YTD | +101.8% | -18.4% | +120.2% | +113.1% |
| 1Y | +99.6% | -8.1% | +107.7% | +98.7% |
| 3Y | +140.3% | -24.2% | +164.5% | +153.9% |
| 5Y | +339.3% | -50.4% | +389.8% | +445.2% |
| 10Y | +369.9% | -40.0% | +409.9% | +435.6% |
| All | +1,112.1% | -16.2% | +1,128.3% | +1,016.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling