+34,839.7%
LOW vs PSA
+14,166.4%
+20,673.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.6% | -1.7% |
| 7D | +0.4% | -0.4% | +0.8% | +0.5% |
| 30D | -10.1% | -8.2% | -1.9% | -7.1% |
| 3M | -2.9% | -2.1% | -0.7% | -2.0% |
| 6M | -19.4% | -0.2% | -19.2% | -19.2% |
| YTD | -15.4% | +18.5% | -33.9% | -20.7% |
| 1Y | -24.9% | +6.6% | -31.5% | -26.8% |
| 3Y | -7.8% | +24.5% | -32.3% | -15.7% |
| 5Y | +8.4% | +13.6% | -5.2% | +1.5% |
| 10Y | +226.8% | +102.0% | +124.8% | +143.3% |
| All | +34,839.7% | +14,166.4% | +20,673.4% | +11,365.5% |
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