+87.0%
AMZN vs PSA
+54.3%
+32.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | +2.8% | -1.4% | +4.3% | +3.0% |
| 30D | +5.0% | +15.2% | -10.2% | +3.6% |
| 3M | +0.6% | +2.2% | -1.6% | +0.4% |
| 6M | -1.3% | +11.7% | -12.9% | -2.2% |
| YTD | +15.5% | +32.0% | -16.5% | +13.3% |
| 1Y | +12.2% | +26.3% | -14.0% | +10.2% |
| 3Y | +87.0% | +52.4% | +34.6% | +75.2% |
| All | +87.0% | +54.3% | +32.7% | +75.2% |
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