+147.7%
FDX vs PSA
+139.7%
+8.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.4% |
| 7D | -1.6% | +3.9% | -5.5% | -3.0% |
| 30D | +6.6% | +19.7% | -13.1% | -0.4% |
| 3M | -2.1% | +4.3% | -6.3% | -3.6% |
| 6M | +2.2% | +11.4% | -9.2% | -2.2% |
| YTD | +33.9% | +33.9% | 0.0% | +19.6% |
| 1Y | +50.2% | +28.3% | +22.0% | +36.2% |
| 3Y | +65.5% | +53.5% | +12.1% | +38.8% |
| 5Y | +74.1% | +30.6% | +43.4% | +51.8% |
| All | +147.7% | +139.7% | +8.0% | +69.0% |
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