+143.8%
GOOGL vs PSA
+21.5%
+122.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -2.0% |
| 7D | -1.9% | -2.2% | +0.4% | -1.6% |
| 30D | -7.5% | -9.6% | +2.1% | -6.3% |
| 3M | -9.2% | -7.9% | -1.3% | -8.2% |
| 6M | +8.1% | -2.0% | +10.1% | +7.9% |
| YTD | +5.8% | +15.7% | -9.9% | +4.2% |
| 1Y | +38.3% | +5.8% | +32.6% | +37.3% |
| All | +143.8% | +21.5% | +122.3% | +128.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling