+1,275.9%
V vs PSX
+1,139.4%
+136.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -1.7% | +4.5% | -6.3% | -3.0% |
| 30D | +2.0% | +26.6% | -24.6% | -5.0% |
| 3M | +17.4% | +39.3% | -21.9% | +6.1% |
| 6M | +17.5% | +56.8% | -39.3% | +2.0% |
| YTD | +7.6% | +101.8% | -94.2% | -13.8% |
| 1Y | +7.7% | +99.6% | -91.9% | -13.8% |
| 3Y | +54.7% | +140.3% | -85.7% | +13.5% |
| 5Y | +73.0% | +339.3% | -266.3% | -0.1% |
| 10Y | +390.9% | +369.9% | +21.0% | +151.3% |
| All | +1,275.9% | +1,139.4% | +136.5% | +450.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling