+14.9%
PSA vs AU
+686.2%
-671.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.6% |
| 7D | -1.8% | -4.3% | +2.4% | -1.4% |
| 30D | -8.4% | +7.3% | -15.7% | -9.2% |
| 3M | -7.8% | +26.3% | -34.2% | -10.6% |
| 6M | +0.8% | +1.8% | -1.0% | -0.3% |
| YTD | +16.5% | +26.8% | -10.3% | +11.9% |
| 1Y | +4.7% | +66.7% | -62.0% | -3.0% |
| 3Y | +21.1% | +579.1% | -558.0% | -9.1% |
| All | +14.9% | +686.2% | -671.3% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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