+32.6%
XYZ vs PSX
+89.2%
-56.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.0% | +0.6% | +4.0% |
| 7D | +14.9% | -8.0% | +22.9% | +13.5% |
| 30D | +14.7% | -9.0% | +23.7% | +13.1% |
| 3M | +12.1% | +24.7% | -12.6% | +13.2% |
| 6M | +18.3% | +49.3% | -31.0% | +20.8% |
| YTD | +36.1% | +100.2% | -64.1% | +37.6% |
| All | +32.6% | +89.2% | -56.7% | +33.1% |
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