+13,447.0%
GOOG vs PSA
+1,216.3%
+12,230.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.2% | +0.1% |
| 7D | +1.1% | -0.4% | +1.5% | +1.2% |
| 30D | -5.1% | -8.2% | +3.1% | -2.2% |
| 3M | -7.1% | -2.1% | -4.9% | -6.6% |
| 6M | +12.7% | -0.2% | +12.9% | +12.3% |
| YTD | +7.1% | +18.5% | -11.4% | +0.4% |
| 1Y | +43.6% | +6.6% | +37.0% | +39.1% |
| 3Y | +146.8% | +24.5% | +122.3% | +121.3% |
| 5Y | +133.7% | +13.6% | +120.1% | +114.2% |
| 10Y | +773.3% | +102.0% | +671.4% | +529.5% |
| All | +13,447.0% | +1,216.3% | +12,230.7% | +4,447.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling