+842.6%
ASX vs PSA
+140.2%
+702.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.2% | +8.4% | +8.6% |
| 7D | -12.3% | +1.5% | -13.8% | -12.6% |
| 30D | -26.0% | +16.7% | -42.7% | -29.1% |
| 3M | -8.1% | +4.0% | -12.1% | -9.3% |
| 6M | +1.4% | +10.9% | -9.5% | -2.4% |
| YTD | +115.6% | +34.2% | +81.3% | +95.4% |
| 1Y | +128.0% | +26.6% | +101.4% | +110.2% |
| 3Y | +371.4% | +54.7% | +316.7% | +299.5% |
| 5Y | +469.4% | +30.0% | +439.4% | +407.9% |
| 10Y | +842.6% | +132.7% | +710.0% | +597.6% |
| All | +842.6% | +140.2% | +702.5% | +597.6% |
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