+180.2%
CAH vs PSA
+21.5%
+158.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | 0.0% |
| 7D | -2.2% | -2.2% | 0.0% | -2.0% |
| 30D | +1.2% | -9.6% | +10.7% | +2.1% |
| 3M | +13.1% | -7.9% | +21.0% | +13.9% |
| 6M | +8.5% | -2.0% | +10.5% | +8.6% |
| YTD | +17.6% | +15.7% | +1.9% | +16.4% |
| 1Y | +60.7% | +5.8% | +54.9% | +59.9% |
| All | +180.2% | +21.5% | +158.7% | +178.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling