+13.1%
AVGO vs PSA
+0.7%
+12.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | 0.0% |
| 7D | -3.0% | -3.7% | +0.7% | -3.6% |
| 30D | -14.4% | -7.7% | -6.7% | -15.5% |
| 3M | -14.4% | -0.6% | -13.8% | -16.5% |
| 6M | +13.1% | -0.9% | +14.0% | +10.6% |
| All | +13.1% | +0.7% | +12.4% | +10.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling