+44.5%
AAPL vs PSA
+6.0%
+38.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -0.5% | -3.6% | +3.1% | -0.3% |
| 30D | +7.1% | -9.4% | +16.5% | +7.7% |
| 3M | +12.1% | -8.2% | +20.3% | +12.7% |
| 6M | +25.4% | -1.8% | +27.3% | +24.2% |
| YTD | +20.5% | +15.7% | +4.7% | +20.4% |
| 1Y | +44.5% | +6.3% | +38.2% | +45.5% |
| All | +44.5% | +6.0% | +38.6% | +45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling