+892.4%
APP vs PSA
+50.8%
+841.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.9% | +10.8% | +9.9% |
| 7D | +71.2% | +3.9% | +67.3% | +70.5% |
| 30D | +39.1% | +19.7% | +19.4% | +36.3% |
| 3M | +16.5% | +4.3% | +12.3% | +16.0% |
| 6M | -16.6% | +11.4% | -27.9% | -17.7% |
| YTD | -41.9% | +33.9% | -75.9% | -44.7% |
| 1Y | -37.0% | +28.3% | -65.3% | -39.5% |
| 3Y | +892.4% | +53.5% | +839.0% | +759.8% |
| All | +892.4% | +50.8% | +841.7% | +759.8% |
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 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