+134.1%
PSA vs AVAV
+358.8%
-224.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.1% | -0.5% |
| 7D | +0.8% | 0.0% | +0.8% | +0.6% |
| 30D | +15.9% | -9.9% | +25.8% | +16.4% |
| 3M | +4.2% | -34.7% | +38.9% | +6.8% |
| 6M | +10.1% | -26.6% | +36.7% | +11.3% |
| YTD | +33.3% | -48.9% | +82.3% | +37.2% |
| 1Y | +28.2% | -63.0% | +91.3% | +34.8% |
| 3Y | +54.9% | +1.6% | +53.3% | +46.8% |
| 5Y | +28.3% | +34.5% | -6.2% | +16.8% |
| 10Y | +134.1% | +359.3% | -225.2% | +94.9% |
| All | +134.1% | +358.8% | -224.7% | +94.9% |
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