+46.1%
ASML vs PSA
+28.0%
+18.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.8% | -6.4% | -3.6% |
| 7D | -10.0% | +10.5% | -20.6% | -10.4% |
| 30D | -19.4% | +21.7% | -41.1% | -20.7% |
| 3M | -12.5% | +6.1% | -18.5% | -12.1% |
| 6M | +8.2% | +18.3% | -10.1% | +2.9% |
| YTD | +40.7% | +36.1% | +4.7% | +31.9% |
| 1Y | +46.1% | +29.3% | +16.8% | +36.2% |
| All | +46.1% | +28.0% | +18.1% | +36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling