+1,644.6%
ASML vs PSA
+99.0%
+1,545.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +4.6% |
| 7D | +1.1% | -3.7% | +4.8% | +2.3% |
| 30D | +2.2% | -7.7% | +9.9% | +4.8% |
| 3M | -2.3% | -0.6% | -1.7% | -2.9% |
| 6M | +23.0% | -0.9% | +23.9% | +22.4% |
| YTD | +61.1% | +18.7% | +42.4% | +50.9% |
| 1Y | +129.1% | +7.6% | +121.5% | +121.0% |
| 3Y | +165.4% | +23.7% | +141.7% | +137.7% |
| 5Y | +109.5% | +13.7% | +95.8% | +93.1% |
| All | +1,644.6% | +99.0% | +1,545.6% | +1,261.3% |
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