+142.4%
GILD vs PSA
+13.7%
+128.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | -4.8% | -1.8% | -3.0% | -4.3% |
| 30D | +5.8% | -8.4% | +14.1% | +8.3% |
| 3M | +14.9% | -7.8% | +22.8% | +17.5% |
| 6M | -0.4% | +0.8% | -1.1% | -0.8% |
| YTD | +18.5% | +16.5% | +2.0% | +13.5% |
| 1Y | +25.1% | +4.7% | +20.4% | +23.1% |
| 3Y | +105.9% | +21.1% | +84.8% | +93.1% |
| All | +142.4% | +13.7% | +128.7% | +134.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling