+281.8%
GE vs PSA
+24.4%
+257.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.6% |
| 7D | +1.2% | -0.4% | +1.6% | +1.3% |
| 30D | -9.5% | -8.2% | -1.3% | -7.6% |
| 3M | +4.1% | -2.1% | +6.3% | +4.4% |
| 6M | +3.9% | -0.2% | +4.1% | +3.4% |
| YTD | +9.0% | +18.5% | -9.5% | +5.0% |
| 1Y | +21.9% | +6.6% | +15.4% | +19.6% |
| 3Y | +281.8% | +24.5% | +257.3% | +274.8% |
| All | +281.8% | +24.4% | +257.4% | +274.8% |
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