+15,068.3%
PCAR vs PSA
+14,185.8%
+882.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.7% |
| 7D | -0.5% | -3.7% | +3.2% | +1.0% |
| 30D | -6.2% | -7.7% | +1.5% | -3.1% |
| 3M | +5.9% | -0.6% | +6.5% | +5.9% |
| 6M | +0.4% | -0.9% | +1.3% | +0.5% |
| YTD | +14.8% | +18.7% | -3.8% | +6.7% |
| 1Y | +30.1% | +7.6% | +22.5% | +25.7% |
| 3Y | +66.7% | +23.7% | +43.0% | +49.2% |
| 5Y | +166.1% | +13.7% | +152.5% | +141.2% |
| 10Y | +353.7% | +98.9% | +254.8% | +209.4% |
| All | +15,068.3% | +14,185.8% | +882.5% | +4,035.1% |
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