+962.6%
APA vs PSA
+15,829.0%
-14,866.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.2% |
| 7D | +9.6% | -2.1% | +11.7% | +10.3% |
| 30D | -0.2% | +15.6% | -15.8% | -4.5% |
| 3M | +19.8% | +4.1% | +15.8% | +18.1% |
| 6M | +30.1% | +9.2% | +20.9% | +26.0% |
| YTD | +100.4% | +32.3% | +68.1% | +82.1% |
| 1Y | +105.2% | +26.2% | +79.0% | +89.2% |
| 3Y | +44.6% | +53.7% | -9.1% | +24.0% |
| 5Y | +88.8% | +26.6% | +62.3% | +70.3% |
| 10Y | +6.6% | +132.8% | -126.2% | -21.5% |
| All | +962.6% | +15,829.0% | -14,866.5% | +457.5% |
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