+1,157.1%
CAT vs PSA
+98.4%
+1,058.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | -0.1% |
| 7D | +2.9% | -2.2% | +5.2% | +3.7% |
| 30D | -2.6% | -9.6% | +6.9% | +0.4% |
| 3M | -10.7% | -7.9% | -2.8% | -8.8% |
| 6M | +16.1% | -2.0% | +18.1% | +16.2% |
| YTD | +43.2% | +15.7% | +27.5% | +36.0% |
| 1Y | +96.8% | +5.8% | +91.1% | +91.7% |
| 3Y | +201.4% | +21.6% | +179.8% | +176.2% |
| 5Y | +332.7% | +13.1% | +319.5% | +299.2% |
| 10Y | +1,157.1% | +101.3% | +1,055.9% | +829.8% |
| All | +1,157.1% | +98.4% | +1,058.7% | +829.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling