+87.3%
ALB vs PSA
+98.4%
-11.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -1.7% |
| 7D | -8.6% | -2.2% | -6.4% | -7.6% |
| 30D | -4.0% | -9.6% | +5.5% | +0.6% |
| 3M | -17.4% | -7.9% | -9.5% | -14.6% |
| 6M | -25.4% | -2.0% | -23.4% | -25.5% |
| YTD | -10.5% | +15.7% | -26.3% | -17.9% |
| 1Y | +75.8% | +5.8% | +70.1% | +68.0% |
| 3Y | -28.5% | +21.6% | -50.1% | -36.5% |
| 5Y | -45.1% | +13.1% | -58.2% | -50.2% |
| 10Y | +87.3% | +101.3% | -13.9% | +35.0% |
| All | +87.3% | +98.4% | -11.1% | +35.0% |
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