+137.1%
EOG vs PSA
+132.6%
+4.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | +7.6% | -1.4% | +9.0% | +7.9% |
| 30D | +3.4% | +15.2% | -11.8% | +0.3% |
| 3M | +12.7% | +2.2% | +10.5% | +12.0% |
| 6M | +19.0% | +11.7% | +7.3% | +15.8% |
| YTD | +55.6% | +32.0% | +23.5% | +44.8% |
| 1Y | +49.5% | +26.3% | +23.3% | +40.7% |
| 3Y | +43.2% | +52.4% | -9.2% | +26.9% |
| 5Y | +111.8% | +26.3% | +85.6% | +94.6% |
| All | +137.1% | +132.6% | +4.5% | +97.3% |
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