+71,806.5%
BBY vs PSA
+14,166.4%
+57,640.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +8.1% | -0.4% | +8.5% | +8.2% |
| 30D | +8.9% | -8.2% | +17.1% | +12.4% |
| 3M | +22.0% | -2.1% | +24.2% | +22.9% |
| 6M | +37.8% | -0.2% | +38.0% | +37.6% |
| YTD | +37.3% | +18.5% | +18.8% | +28.4% |
| 1Y | +21.6% | +6.6% | +15.0% | +18.2% |
| 3Y | +41.5% | +24.5% | +17.0% | +29.3% |
| 5Y | +1.2% | +13.6% | -12.3% | -5.6% |
| 10Y | +237.8% | +102.0% | +135.8% | +149.2% |
| All | +71,806.5% | +14,166.4% | +57,640.1% | +19,021.6% |
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