+913.4%
ASX vs PSA
+100.1%
+813.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +6.3% | -0.4% | +6.7% | +6.4% |
| 30D | +6.4% | -8.2% | +14.6% | +8.9% |
| 3M | +13.1% | -2.1% | +15.3% | +12.9% |
| 6M | +90.3% | -0.2% | +90.5% | +88.5% |
| YTD | +149.6% | +18.5% | +131.1% | +134.6% |
| 1Y | +249.2% | +6.6% | +242.6% | +237.8% |
| 3Y | +445.9% | +24.5% | +421.4% | +394.3% |
| 5Y | +477.7% | +13.6% | +464.1% | +435.3% |
| 10Y | +913.4% | +102.0% | +811.4% | +674.6% |
| All | +913.4% | +100.1% | +813.3% | +674.6% |
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