+193.0%
HOOD vs PSA
+15.2%
+177.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.8% |
| 7D | +13.4% | -0.4% | +13.8% | +13.6% |
| 30D | +25.8% | -8.2% | +33.9% | +30.3% |
| 3M | +38.0% | -2.1% | +40.1% | +38.5% |
| 6M | +52.2% | -0.2% | +52.4% | +51.2% |
| YTD | +3.7% | +18.5% | -14.7% | -4.2% |
| 1Y | +0.1% | +6.6% | -6.5% | -3.6% |
| 3Y | +992.6% | +24.5% | +968.1% | +847.3% |
| 5Y | +193.0% | +13.6% | +179.4% | +178.3% |
| All | +193.0% | +15.2% | +177.8% | +178.3% |
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