+25.3%
PSA vs AVAV
+28.1%
-2.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | -0.1% |
| 7D | -1.4% | +4.2% | -5.7% | -1.7% |
| 30D | +15.2% | -2.6% | +17.7% | +15.1% |
| 3M | +2.2% | -38.0% | +40.2% | +5.1% |
| 6M | +11.7% | -27.0% | +38.7% | +12.8% |
| YTD | +32.0% | -51.4% | +83.4% | +36.3% |
| 1Y | +26.3% | -60.2% | +86.5% | +32.0% |
| 3Y | +52.4% | -6.7% | +59.0% | +43.1% |
| All | +25.3% | +28.1% | -2.8% | +12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling