+29.3%
V vs PSX
+97.5%
-68.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -4.5% | +8.4% | +3.9% |
| 7D | +9.0% | -5.2% | +14.1% | +9.0% |
| 30D | +18.1% | -3.7% | +21.8% | +18.0% |
| 3M | +18.3% | +26.8% | -8.4% | +16.7% |
| 6M | +34.1% | +47.3% | -13.2% | +31.1% |
| YTD | +25.2% | +105.4% | -80.2% | +20.8% |
| 1Y | +29.3% | +96.9% | -67.6% | +24.7% |
| All | +29.3% | +97.5% | -68.2% | +24.7% |
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