+707.7%
BE vs PSA
+112.2%
+595.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -3.3% |
| 7D | +20.5% | -2.1% | +22.6% | +21.7% |
| 30D | -23.4% | +15.6% | -38.9% | -28.8% |
| 3M | -14.9% | +4.1% | -18.9% | -16.8% |
| 6M | -28.1% | +9.2% | -37.2% | -32.7% |
| YTD | +132.4% | +32.3% | +100.1% | +95.3% |
| 1Y | +59.4% | +26.2% | +33.2% | +37.2% |
| 3Y | +1,815.8% | +53.7% | +1,762.2% | +1,373.2% |
| 5Y | +491.3% | +26.6% | +464.7% | +405.5% |
| All | +707.7% | +112.2% | +595.5% | +448.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling