+15.1%
PSA vs AVAV
+39.7%
-24.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.1% |
| 7D | -3.7% | -2.2% | -1.4% | -3.5% |
| 30D | -7.7% | -13.9% | +6.2% | -6.9% |
| 3M | -0.6% | -29.2% | +28.6% | +1.2% |
| 6M | -0.9% | -36.1% | +35.2% | +1.2% |
| YTD | +18.7% | -40.2% | +58.9% | +21.2% |
| 1Y | +7.6% | -36.2% | +43.8% | +8.9% |
| 3Y | +23.7% | +47.5% | -23.9% | +11.1% |
| All | +15.1% | +39.7% | -24.6% | +3.9% |
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 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