+327.7%
BE vs PSA
+6.0%
+321.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.5% | -3.3% |
| 7D | +23.9% | -2.2% | +26.2% | +23.4% |
| 30D | +27.8% | -9.6% | +37.4% | +25.2% |
| 3M | +3.7% | -7.9% | +11.6% | +1.2% |
| 6M | +78.0% | -2.0% | +79.9% | +64.4% |
| YTD | +209.9% | +15.7% | +194.2% | +184.1% |
| All | +327.7% | +6.0% | +321.7% | +257.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling