+27.2%
NFLX vs PSA
+10.8%
+16.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.4% | -0.5% |
| 7D | -8.1% | -2.2% | -5.9% | -7.7% |
| 30D | -0.3% | -9.6% | +9.2% | +1.6% |
| 3M | -6.6% | -7.9% | +1.3% | -5.1% |
| 6M | -22.7% | -2.0% | -20.7% | -22.4% |
| YTD | -18.9% | +15.7% | -34.7% | -21.1% |
| 1Y | -39.8% | +5.8% | -45.6% | -40.5% |
| 3Y | +71.7% | +21.6% | +50.1% | +59.3% |
| 5Y | +27.2% | +13.1% | +14.1% | +19.2% |
| All | +27.2% | +10.8% | +16.4% | +19.2% |
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 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