+1,582.8%
ASML vs PSA
+133.3%
+1,449.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.8% | +1.8% |
| 7D | +2.5% | -2.1% | +4.6% | +3.2% |
| 30D | -12.2% | +16.2% | -28.4% | -16.4% |
| 3M | -14.6% | +4.3% | -18.9% | -16.0% |
| 6M | -1.7% | +9.9% | -11.6% | -5.6% |
| YTD | +44.3% | +33.3% | +11.0% | +30.0% |
| 1Y | +51.0% | +25.8% | +25.2% | +38.5% |
| 3Y | +137.6% | +54.8% | +82.8% | +96.6% |
| 5Y | +92.7% | +27.5% | +65.2% | +71.1% |
| 10Y | +1,582.8% | +134.5% | +1,448.3% | +1,151.4% |
| All | +1,582.8% | +133.3% | +1,449.5% | +1,151.4% |
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