+7.7%
V vs PSX
+104.4%
-96.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.4% |
| 7D | -2.9% | +1.8% | -4.7% | -3.0% |
| 30D | +1.9% | +21.6% | -19.8% | +1.1% |
| 3M | +13.2% | +46.5% | -33.2% | +11.5% |
| 6M | +16.7% | +62.0% | -45.3% | +14.3% |
| YTD | +5.4% | +106.3% | -100.9% | +3.1% |
| 1Y | +7.7% | +103.0% | -95.3% | +4.9% |
| All | +7.7% | +104.4% | -96.8% | +4.9% |
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 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