+44.2%
EOG vs PSA
+28.0%
+16.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.8% | -8.0% | -4.9% |
| 7D | -8.6% | +10.5% | -19.2% | -7.7% |
| 30D | +2.8% | +21.7% | -18.9% | +4.8% |
| 3M | +3.2% | +6.1% | -2.9% | +3.6% |
| 6M | +5.3% | +18.3% | -13.0% | +7.1% |
| YTD | +44.5% | +36.1% | +8.4% | +40.3% |
| 1Y | +44.2% | +29.3% | +14.8% | +43.2% |
| All | +44.2% | +28.0% | +16.1% | +43.2% |
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