+122,851.6%
AAPL vs PSA
+14,185.8%
+108,665.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.2% |
| 7D | +0.1% | -3.7% | +3.8% | +1.1% |
| 30D | +3.0% | -7.7% | +10.7% | +5.3% |
| 3M | +2.9% | -0.6% | +3.5% | +2.8% |
| 6M | +22.1% | -0.9% | +23.0% | +21.9% |
| YTD | +18.0% | +18.7% | -0.6% | +11.8% |
| 1Y | +33.9% | +7.6% | +26.3% | +30.1% |
| 3Y | +71.2% | +23.7% | +47.5% | +58.4% |
| 5Y | +112.6% | +13.7% | +98.9% | +100.4% |
| 10Y | +1,198.8% | +98.9% | +1,099.9% | +938.8% |
| All | +122,851.6% | +14,185.8% | +108,665.8% | +65,076.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling