+31,416.6%
AVGO vs PSA
+620.8%
+30,795.8%
-48.3%
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% | +0.7% |
| 7D | -3.0% | -3.7% | +0.7% | -1.6% |
| 30D | -14.4% | -7.7% | -6.7% | -11.9% |
| 3M | -14.4% | -0.6% | -13.8% | -15.0% |
| 6M | +13.1% | -0.9% | +14.0% | +12.2% |
| YTD | +3.8% | +18.7% | -14.9% | -4.6% |
| 1Y | +17.8% | +7.6% | +10.1% | +12.2% |
| 3Y | +325.3% | +23.7% | +301.6% | +270.6% |
| 5Y | +689.9% | +13.7% | +676.3% | +602.3% |
| 10Y | +2,597.0% | +98.9% | +2,498.2% | +1,675.6% |
| All | +31,416.6% | +620.8% | +30,795.8% | +10,462.9% |
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