+146.5%
ASX vs PSA
+28.0%
+118.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.8% | -6.8% | -3.3% |
| 7D | -14.6% | +10.5% | -25.1% | -12.7% |
| 30D | -21.1% | +21.7% | -42.8% | -18.4% |
| 3M | -3.1% | +6.1% | -9.1% | -0.6% |
| 6M | +17.4% | +18.3% | -1.0% | +16.3% |
| YTD | +135.3% | +36.1% | +99.3% | +126.3% |
| 1Y | +146.5% | +29.3% | +117.2% | +139.7% |
| All | +146.5% | +28.0% | +118.5% | +139.7% |
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