+13,507.3%
GOOGL vs PSA
+1,218.1%
+12,289.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.7% |
| 7D | -2.3% | -3.7% | +1.4% | -1.0% |
| 30D | -6.6% | -7.7% | +1.2% | -3.9% |
| 3M | -8.9% | -0.6% | -8.3% | -9.0% |
| 6M | +11.9% | -0.9% | +12.8% | +11.8% |
| YTD | +8.3% | +18.7% | -10.3% | +1.5% |
| 1Y | +46.2% | +7.6% | +38.6% | +41.1% |
| 3Y | +151.9% | +23.7% | +128.2% | +126.3% |
| 5Y | +137.7% | +13.7% | +124.0% | +117.7% |
| 10Y | +757.6% | +98.9% | +658.7% | +521.3% |
| All | +13,507.3% | +1,218.1% | +12,289.2% | +4,462.8% |
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 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