+101.6%
PSX vs WY
-9.1%
+110.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.4% |
| 7D | +1.7% | -4.2% | +5.9% | +1.5% |
| 30D | +15.6% | -10.1% | +25.7% | +15.0% |
| 3M | +46.5% | -8.5% | +55.0% | +45.9% |
| 6M | +55.0% | -3.3% | +58.4% | +52.6% |
| YTD | +105.3% | -4.4% | +109.7% | +102.0% |
| 1Y | +101.6% | -11.5% | +113.1% | +99.2% |
| All | +101.6% | -9.1% | +110.6% | +99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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