+102.0%
PSA vs AVAV
+516.1%
-414.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.0% | -0.3% |
| 7D | -0.4% | +3.2% | -3.6% | -0.6% |
| 30D | -8.2% | -20.3% | +12.2% | -6.8% |
| 3M | -2.1% | -19.4% | +17.3% | -1.2% |
| 6M | -0.2% | -35.3% | +35.1% | +1.9% |
| YTD | +18.5% | -38.5% | +57.0% | +20.8% |
| 1Y | +6.6% | -37.2% | +43.8% | +8.0% |
| 3Y | +24.5% | +31.1% | -6.7% | +16.0% |
| 5Y | +13.6% | +41.0% | -27.4% | +3.2% |
| 10Y | +102.0% | +508.8% | -406.8% | +57.3% |
| All | +102.0% | +516.1% | -414.1% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 10y: compounded portfolio wealth divided by compounded AVAV 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…
10y analysis · Full analysis span regression · 6 months rolling