+365.7%
ALAB vs PSA
+19.0%
+346.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.1% | -6.8% | -7.0% |
| 7D | +3.2% | -0.4% | +3.6% | +3.1% |
| 30D | -13.6% | -8.2% | -5.4% | -14.5% |
| 3M | -16.6% | -2.1% | -14.5% | -17.4% |
| 6M | +142.3% | -0.2% | +142.5% | +136.9% |
| YTD | +73.6% | +18.5% | +55.1% | +73.5% |
| 1Y | +33.7% | +6.6% | +27.1% | +32.2% |
| All | +365.7% | +19.0% | +346.6% | +357.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling