+2,770.9%
AVGO vs PSA
+102.6%
+2,668.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | +1.1% | -1.8% | +3.0% | +1.7% |
| 30D | -13.0% | -8.4% | -4.6% | -10.7% |
| 3M | -6.0% | -7.8% | +1.9% | -4.1% |
| 6M | +6.4% | +0.8% | +5.6% | +5.0% |
| YTD | +5.0% | +16.5% | -11.5% | -1.6% |
| 1Y | +1.4% | +4.7% | -3.3% | -1.7% |
| 3Y | +336.8% | +21.1% | +315.8% | +290.8% |
| 5Y | +698.2% | +14.2% | +684.0% | +621.4% |
| All | +2,770.9% | +102.6% | +2,668.4% | +1,943.2% |
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 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