+48.1%
PAAS vs PSA
+26.3%
+21.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -8.9% | -1.4% | -7.5% | -8.3% |
| 30D | -11.4% | +15.2% | -26.6% | -16.9% |
| 3M | -20.4% | +2.2% | -22.7% | -21.3% |
| 6M | -40.7% | +11.7% | -52.4% | -44.1% |
| YTD | -26.9% | +32.0% | -59.0% | -35.9% |
| 1Y | -3.1% | +26.3% | -29.3% | -13.4% |
| 3Y | +199.3% | +52.4% | +146.9% | +136.4% |
| All | +48.1% | +26.3% | +21.8% | +24.7% |
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