+1,254.4%
AAPL vs PSA
+101.3%
+1,153.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -0.5% | -3.6% | +3.1% | +0.9% |
| 30D | +7.1% | -9.4% | +16.5% | +11.1% |
| 3M | +12.1% | -8.2% | +20.3% | +15.5% |
| 6M | +25.4% | -1.8% | +27.3% | +25.4% |
| YTD | +20.5% | +15.7% | +4.7% | +12.5% |
| 1Y | +44.5% | +6.3% | +38.2% | +39.2% |
| 3Y | +85.8% | +21.6% | +64.2% | +65.9% |
| 5Y | +124.8% | +13.5% | +111.3% | +104.6% |
| All | +1,254.4% | +101.3% | +1,153.1% | +891.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 10y: compounded portfolio wealth divided by compounded PSA 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…
10y analysis · Full analysis span regression · 6 months rolling