+3,474.7%
PSA vs A
+457.0%
+3,017.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.3% |
| 7D | -3.7% | -1.9% | -1.7% | -3.3% |
| 30D | -7.7% | +6.9% | -14.6% | -9.1% |
| 3M | -0.6% | +9.2% | -9.8% | -2.6% |
| 6M | -0.9% | +25.7% | -26.6% | -6.0% |
| YTD | +18.7% | +11.5% | +7.1% | +15.2% |
| 1Y | +7.6% | +18.4% | -10.7% | +3.1% |
| 3Y | +23.7% | +26.6% | -2.9% | +15.6% |
| 5Y | +13.7% | -12.8% | +26.5% | +13.2% |
| 10Y | +98.9% | +247.2% | -148.3% | +49.1% |
| All | +3,474.7% | +457.0% | +3,017.7% | +2,187.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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