+100.3%
PSA vs ACI
+17.4%
+82.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.1% |
| 7D | -3.6% | -7.1% | +3.4% | -2.8% |
| 30D | -9.4% | -4.5% | -4.9% | -8.9% |
| 3M | -8.2% | -22.3% | +14.1% | -6.0% |
| 6M | -1.8% | -28.4% | +26.6% | +1.4% |
| YTD | +15.7% | -29.5% | +45.3% | +19.7% |
| 1Y | +6.3% | -34.2% | +40.5% | +10.8% |
| 3Y | +21.6% | -45.7% | +67.2% | +29.0% |
| 5Y | +13.5% | -40.8% | +54.2% | +18.8% |
| All | +100.3% | +17.4% | +82.9% | +102.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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