+764.3%
ENTG vs PSA
+101.3%
+663.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | +5.1% | -3.6% | +8.8% | +6.8% |
| 30D | -8.5% | -9.4% | +0.9% | -4.6% |
| 3M | +6.7% | -8.2% | +14.9% | +9.6% |
| 6M | +17.7% | -1.8% | +19.6% | +17.0% |
| YTD | +63.5% | +15.7% | +47.7% | +50.4% |
| 1Y | +73.6% | +6.3% | +67.3% | +65.9% |
| 3Y | +44.6% | +21.6% | +23.0% | +28.1% |
| 5Y | +16.1% | +13.5% | +2.6% | +6.3% |
| All | +764.3% | +101.3% | +663.0% | +560.9% |
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