+7.8%
EQT vs PSA
+7.3%
+0.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.9% |
| 7D | +1.1% | -3.7% | +4.8% | +0.9% |
| 30D | +7.7% | -7.7% | +15.4% | +7.2% |
| 3M | +0.2% | -0.6% | +0.8% | +0.3% |
| 6M | -9.5% | -0.9% | -8.6% | -8.8% |
| YTD | +3.8% | +18.7% | -14.8% | +3.6% |
| 1Y | +7.8% | +7.6% | +0.1% | +8.3% |
| All | +7.8% | +7.3% | +0.5% | +8.3% |
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 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