+3,552.3%
ASX vs PSA
+3,177.4%
+374.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.6% |
| 7D | -0.7% | -3.7% | +3.0% | +0.6% |
| 30D | +2.0% | -7.7% | +9.7% | +4.8% |
| 3M | -1.3% | -0.6% | -0.7% | -2.0% |
| 6M | +71.4% | -0.9% | +72.4% | +70.4% |
| YTD | +135.3% | +18.7% | +116.7% | +119.1% |
| 1Y | +267.5% | +7.6% | +259.8% | +252.6% |
| 3Y | +388.5% | +23.7% | +364.8% | +339.0% |
| 5Y | +417.1% | +13.7% | +403.4% | +373.2% |
| 10Y | +872.7% | +98.9% | +773.9% | +599.3% |
| All | +3,552.3% | +3,177.4% | +374.9% | +600.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling