+30,355.4%
AVGO vs PSA
+709.5%
+29,645.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.0% | +4.0% |
| 7D | +6.1% | -2.1% | +8.1% | +6.9% |
| 30D | -2.7% | +16.2% | -18.9% | -8.3% |
| 3M | -16.9% | +4.3% | -21.2% | -18.5% |
| 6M | -19.1% | +9.9% | -29.0% | -23.0% |
| YTD | +0.3% | +33.3% | -33.0% | -12.0% |
| 1Y | -1.2% | +25.8% | -27.0% | -11.5% |
| 3Y | +272.4% | +54.8% | +217.7% | +195.2% |
| 5Y | +579.0% | +27.5% | +551.5% | +477.7% |
| 10Y | +2,584.7% | +134.5% | +2,450.2% | +1,549.6% |
| All | +30,355.4% | +709.5% | +29,645.9% | +9,637.6% |
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 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