+132.7%
PSA vs AVAV
+423.1%
-290.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +12.6% | -12.4% | -0.6% |
| 7D | +1.5% | +3.2% | -1.7% | +1.1% |
| 30D | +16.7% | -7.4% | +24.1% | +17.0% |
| 3M | +4.0% | -32.0% | +36.0% | +6.4% |
| 6M | +10.9% | -24.6% | +35.4% | +11.8% |
| YTD | +34.2% | -47.5% | +81.7% | +37.9% |
| 1Y | +26.6% | -61.5% | +88.1% | +32.7% |
| 3Y | +54.7% | +5.5% | +49.3% | +46.3% |
| 5Y | +30.0% | +35.7% | -5.7% | +18.3% |
| 10Y | +132.7% | +379.1% | -246.4% | +93.8% |
| All | +132.7% | +423.1% | -290.5% | +93.8% |
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