+36.3%
ALB vs PSA
+133.3%
-97.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | +1.1% | -2.1% | +3.1% | +2.1% |
| 30D | -2.6% | +16.2% | -18.8% | -9.5% |
| 3M | -25.6% | +4.3% | -29.9% | -27.2% |
| 6M | -54.0% | +9.9% | -63.9% | -56.5% |
| YTD | -31.6% | +33.3% | -64.8% | -41.5% |
| 1Y | -6.6% | +25.8% | -32.4% | -17.9% |
| 3Y | -14.0% | +54.8% | -68.8% | -32.2% |
| 5Y | -62.5% | +27.5% | -90.1% | -68.1% |
| 10Y | +36.3% | +134.5% | -98.2% | -8.8% |
| All | +36.3% | +133.3% | -97.0% | -8.8% |
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