+127.0%
HOOD vs PSA
+30.6%
+96.5%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.9% |
| 7D | -0.6% | +1.5% | -2.1% | -1.2% |
| 30D | -23.6% | +16.7% | -40.2% | -28.6% |
| 3M | -10.7% | +4.0% | -14.7% | -12.4% |
| 6M | +8.2% | +10.9% | -2.7% | +2.6% |
| YTD | -26.3% | +34.2% | -60.6% | -36.0% |
| 1Y | -36.1% | +26.6% | -62.7% | -43.1% |
| 3Y | +950.7% | +54.7% | +896.0% | +711.1% |
| 5Y | +127.0% | +30.0% | +97.0% | +77.6% |
| All | +127.0% | +30.6% | +96.5% | +77.6% |
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