+101.3%
PSA vs ARWR
+978.7%
-877.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -2.2% |
| 7D | -2.2% | -3.2% | +1.0% | -2.1% |
| 30D | -9.6% | -6.5% | -3.1% | -9.3% |
| 3M | -7.9% | +12.7% | -20.6% | -8.6% |
| 6M | -2.0% | +36.2% | -38.2% | -3.7% |
| YTD | +15.7% | +24.5% | -8.7% | +14.0% |
| 1Y | +5.8% | +198.0% | -192.2% | -0.3% |
| 3Y | +21.6% | +176.4% | -154.8% | +12.5% |
| 5Y | +13.1% | +26.6% | -13.4% | +5.7% |
| 10Y | +101.3% | +1,054.1% | -952.8% | +81.4% |
| All | +101.3% | +978.7% | -877.5% | +81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ARWR 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling