+325.3%
ASX vs PSA
+50.8%
+274.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.9% | +7.3% | +6.5% |
| 7D | -19.9% | +3.9% | -23.8% | -20.1% |
| 30D | -30.9% | +19.7% | -50.5% | -32.1% |
| 3M | -15.1% | +4.3% | -19.3% | -15.1% |
| 6M | -6.5% | +11.4% | -17.8% | -8.3% |
| YTD | +98.4% | +33.9% | +64.5% | +86.2% |
| 1Y | +107.9% | +28.3% | +79.6% | +96.8% |
| 3Y | +325.3% | +53.5% | +271.8% | +259.3% |
| All | +325.3% | +50.8% | +274.5% | +259.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling