+206.9%
PWR vs PSX
+134.3%
+72.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.0% |
| 7D | +2.7% | +1.8% | +0.8% | +2.4% |
| 30D | -5.1% | +21.6% | -26.8% | -7.9% |
| 3M | -9.4% | +46.5% | -55.8% | -14.6% |
| 6M | +10.4% | +62.0% | -51.6% | +1.9% |
| YTD | +48.6% | +106.3% | -57.7% | +30.3% |
| 1Y | +68.0% | +103.0% | -34.9% | +47.3% |
| All | +206.9% | +134.3% | +72.7% | +140.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling