+1,504.8%
ASML vs PSA
+140.2%
+1,364.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.1% |
| 7D | -0.8% | +1.5% | -2.3% | -1.3% |
| 30D | -14.9% | +16.7% | -31.5% | -19.1% |
| 3M | -13.0% | +4.0% | -17.0% | -14.3% |
| 6M | -4.7% | +10.9% | -15.6% | -8.7% |
| YTD | +42.3% | +34.2% | +8.1% | +27.9% |
| 1Y | +49.7% | +26.6% | +23.1% | +37.0% |
| 3Y | +144.3% | +54.7% | +89.6% | +102.2% |
| 5Y | +86.4% | +30.0% | +56.3% | +64.5% |
| 10Y | +1,504.8% | +132.7% | +1,372.2% | +1,085.2% |
| All | +1,504.8% | +140.2% | +1,364.6% | +1,085.2% |
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 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