-72.2%
OPEN vs PSA
+93.0%
-165.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -0.1% |
| 7D | -2.9% | -2.2% | -0.7% | -0.8% |
| 30D | -13.8% | -9.6% | -4.2% | -5.0% |
| 3M | -30.9% | -7.9% | -23.0% | -26.1% |
| 6M | -40.9% | -2.0% | -38.9% | -41.5% |
| YTD | -48.5% | +15.7% | -64.3% | -56.9% |
| 1Y | -50.9% | +5.8% | -56.7% | -55.0% |
| 3Y | -20.6% | +21.6% | -42.2% | -35.8% |
| 5Y | -84.2% | +13.1% | -97.3% | -85.6% |
| All | -72.2% | +93.0% | -165.3% | -72.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling