+15.7%
GEHC vs PSA
+28.0%
-12.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.8% | +3.6% | +4.9% |
| 7D | +13.2% | +10.5% | +2.6% | +7.5% |
| 30D | +30.6% | +21.7% | +8.9% | +17.8% |
| 3M | +22.2% | +6.1% | +16.1% | +18.7% |
| 6M | +40.8% | +18.3% | +22.5% | +28.7% |
| YTD | +4.8% | +36.1% | -31.2% | -10.7% |
| 1Y | +15.7% | +29.3% | -13.6% | +0.8% |
| All | +15.7% | +28.0% | -12.3% | +0.8% |
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 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