-22.9%
SPOT vs PSX
+101.0%
-124.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.3% | -3.2% |
| 7D | -0.9% | +4.5% | -5.5% | -1.0% |
| 30D | +12.5% | +26.6% | -14.1% | +12.1% |
| 3M | +9.9% | +39.3% | -29.4% | +9.6% |
| 6M | +1.6% | +56.8% | -55.3% | +1.2% |
| YTD | -6.6% | +101.8% | -108.4% | -7.2% |
| 1Y | -22.9% | +99.6% | -122.5% | -22.6% |
| All | -22.9% | +101.0% | -124.0% | -22.6% |
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