+711.1%
AVGO vs PSA
+10.8%
+700.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | -0.6% |
| 7D | -0.8% | -2.2% | +1.5% | -0.3% |
| 30D | -13.7% | -9.6% | -4.2% | -11.8% |
| 3M | -6.9% | -7.9% | +1.0% | -5.6% |
| 6M | +5.8% | -2.0% | +7.8% | +5.1% |
| YTD | +5.7% | +15.7% | -10.1% | -0.1% |
| 1Y | +9.0% | +5.8% | +3.3% | +5.6% |
| 3Y | +340.5% | +21.6% | +318.9% | +292.5% |
| 5Y | +711.1% | +13.1% | +697.9% | +659.8% |
| All | +711.1% | +10.8% | +700.2% | +659.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling