+655.0%
PSA vs ACWI
+330.0%
+325.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +3.9% | -2.4% | +6.3% | +6.1% |
| 30D | +19.7% | -5.2% | +24.9% | +25.2% |
| 3M | +4.3% | -4.8% | +9.1% | +8.7% |
| 6M | +11.4% | -1.3% | +12.7% | +11.7% |
| YTD | +33.9% | +8.4% | +25.6% | +23.2% |
| 1Y | +28.3% | +11.0% | +17.2% | +15.2% |
| 3Y | +53.5% | +70.6% | -17.1% | -8.9% |
| 5Y | +30.6% | +55.3% | -24.7% | -16.5% |
| 10Y | +145.8% | +223.2% | -77.4% | -31.4% |
| All | +655.0% | +330.0% | +325.1% | +34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling