+16.5%
PSA vs AHR
+356.1%
-339.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.9% |
| 7D | -1.8% | -2.1% | +0.3% | -1.1% |
| 30D | -8.4% | +1.9% | -10.3% | -9.0% |
| 3M | -7.8% | +15.7% | -23.5% | -12.3% |
| 6M | +0.8% | +2.5% | -1.7% | -0.5% |
| YTD | +16.5% | +15.0% | +1.5% | +10.6% |
| 1Y | +4.7% | +28.1% | -23.4% | -4.9% |
| All | +16.5% | +356.1% | -339.6% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 3y: compounded portfolio wealth divided by compounded AHR 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…
3y analysis · Full analysis span regression · 6 months rolling