+3,497.9%
PSA vs AU
+783.5%
+2,714.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | -0.4% | -0.3% | -0.1% | -0.4% |
| 30D | -8.2% | +12.8% | -20.9% | -9.4% |
| 3M | -2.1% | +28.5% | -30.6% | -4.9% |
| 6M | -0.2% | +4.8% | -5.0% | -1.5% |
| YTD | +18.5% | +31.0% | -12.5% | +14.1% |
| 1Y | +6.6% | +81.4% | -74.8% | -1.1% |
| 3Y | +24.5% | +618.4% | -594.0% | -1.1% |
| 5Y | +13.6% | +686.3% | -672.7% | -12.0% |
| 10Y | +102.0% | +664.5% | -562.6% | +47.5% |
| All | +3,497.9% | +783.5% | +2,714.5% | +2,417.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling