+32.4%
PWR vs PSX
+97.5%
-65.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -4.5% | -7.1% | -11.6% |
| 7D | -4.4% | -5.2% | +0.8% | -4.4% |
| 30D | -15.1% | -3.7% | -11.3% | -14.9% |
| 3M | -16.2% | +26.8% | -43.0% | -14.7% |
| 6M | -23.3% | +47.3% | -70.7% | -20.7% |
| YTD | +37.6% | +105.4% | -67.8% | +49.2% |
| 1Y | +32.4% | +96.9% | -64.5% | +44.6% |
| All | +32.4% | +97.5% | -65.1% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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