+26.6%
PSA vs ACWI
+60.2%
-33.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | -2.1% | +2.7% | -4.8% | -3.7% |
| 30D | +15.6% | -2.6% | +18.2% | +17.3% |
| 3M | +4.1% | -3.2% | +7.2% | +6.0% |
| 6M | +9.2% | +1.9% | +7.3% | +7.2% |
| YTD | +32.3% | +11.3% | +21.0% | +22.4% |
| 1Y | +26.2% | +11.7% | +14.5% | +16.4% |
| 3Y | +53.7% | +74.4% | -20.7% | +2.4% |
| 5Y | +26.6% | +59.5% | -32.9% | -12.3% |
| All | +26.6% | +60.2% | -33.6% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling