+45.4%
GILD vs PSA
+28.0%
+17.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.8% | +1.4% | +3.2% |
| 7D | +9.6% | +10.5% | -1.0% | +5.9% |
| 30D | +20.6% | +21.7% | -1.1% | +13.2% |
| 3M | +29.7% | +6.1% | +23.7% | +26.9% |
| 6M | +33.1% | +18.3% | +14.8% | +26.2% |
| YTD | +44.7% | +36.1% | +8.7% | +32.8% |
| 1Y | +45.4% | +29.3% | +16.0% | +35.6% |
| All | +45.4% | +28.0% | +17.3% | +35.6% |
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