+24.9%
PSA vs ALHC
+140.1%
-115.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -3.7% | -0.6% | -3.1% | -3.6% |
| 30D | -7.7% | -1.0% | -6.7% | -7.7% |
| 3M | -0.6% | -10.2% | +9.6% | -0.8% |
| 6M | -0.9% | -28.3% | +27.4% | -0.5% |
| YTD | +18.7% | -31.4% | +50.1% | +19.2% |
| 1Y | +7.6% | -16.9% | +24.6% | +7.4% |
| All | +24.9% | +140.1% | -115.2% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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