+67.1%
PWR vs PSX
+103.3%
-36.1%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.8% | +5.2% |
| 7D | +4.2% | +1.7% | +2.5% | +4.2% |
| 30D | -4.0% | +15.6% | -19.7% | -3.7% |
| 3M | -4.8% | +46.5% | -51.2% | -3.0% |
| 6M | +14.6% | +55.0% | -40.4% | +17.3% |
| YTD | +54.2% | +105.3% | -51.0% | +59.4% |
| 1Y | +67.1% | +101.6% | -34.5% | +72.2% |
| All | +67.1% | +103.3% | -36.1% | +72.2% |
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