+99.6%
PSA vs ACWI
+226.7%
-127.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -3.7% | +0.5% | -4.2% | -3.9% |
| 30D | -7.7% | +0.9% | -8.6% | -8.2% |
| 3M | -0.6% | +2.4% | -3.0% | -2.3% |
| 6M | -0.9% | +12.4% | -13.3% | -7.8% |
| YTD | +18.7% | +15.2% | +3.5% | +8.8% |
| 1Y | +7.6% | +22.7% | -15.1% | -5.1% |
| 3Y | +23.7% | +75.8% | -52.1% | -12.6% |
| 5Y | +13.7% | +67.7% | -54.1% | -18.4% |
| All | +99.6% | +226.7% | -127.1% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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