+186.4%
PAAS vs PSA
+140.2%
+46.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | +8.8% | +1.5% | +7.4% | +8.3% |
| 30D | -8.5% | +16.7% | -25.1% | -13.6% |
| 3M | -17.0% | +4.0% | -21.0% | -18.4% |
| 6M | -27.9% | +10.9% | -38.7% | -31.0% |
| YTD | -17.5% | +34.2% | -51.7% | -26.1% |
| 1Y | +22.8% | +26.6% | -3.8% | +12.0% |
| 3Y | +224.2% | +54.7% | +169.5% | +171.7% |
| 5Y | +73.6% | +30.0% | +43.6% | +53.1% |
| 10Y | +186.4% | +132.7% | +53.7% | +120.5% |
| All | +186.4% | +140.2% | +46.2% | +120.5% |
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 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