+48.4%
ENTG vs PSA
+24.4%
+24.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +8.9% | -0.4% | +9.4% | +9.1% |
| 30D | -7.2% | -8.2% | +0.9% | -3.6% |
| 3M | +6.4% | -2.1% | +8.6% | +5.5% |
| 6M | +25.7% | -0.2% | +25.9% | +22.9% |
| YTD | +67.9% | +18.5% | +49.4% | +48.8% |
| 1Y | +72.4% | +6.6% | +65.8% | +61.5% |
| 3Y | +48.4% | +24.5% | +24.0% | +18.1% |
| All | +48.4% | +24.4% | +24.1% | +18.1% |
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 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