+740.7%
GOOGL vs PSA
+101.3%
+639.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -2.8% | -3.6% | +0.8% | -1.8% |
| 30D | -3.2% | -9.4% | +6.2% | -0.4% |
| 3M | -6.6% | -8.2% | +1.6% | -4.4% |
| 6M | +8.5% | -1.8% | +10.3% | +8.7% |
| YTD | +6.5% | +15.7% | -9.3% | +1.5% |
| 1Y | +39.4% | +6.3% | +33.1% | +35.9% |
| 3Y | +146.2% | +21.6% | +124.6% | +123.9% |
| 5Y | +138.3% | +13.5% | +124.9% | +120.6% |
| All | +740.7% | +101.3% | +639.4% | +542.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling