+566.4%
PSA vs AVAV
+351.0%
+215.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +10.5% | -11.4% | -2.1% |
| 7D | +3.9% | -10.6% | +14.5% | +5.0% |
| 30D | +19.7% | -18.8% | +38.5% | +22.1% |
| 3M | +4.3% | -34.1% | +38.4% | +8.7% |
| 6M | +11.4% | -35.3% | +46.7% | +15.0% |
| YTD | +33.9% | -53.4% | +87.3% | +41.8% |
| 1Y | +28.3% | -65.6% | +93.9% | +40.5% |
| 3Y | +53.5% | -5.1% | +58.5% | +41.4% |
| 5Y | +30.6% | +18.5% | +12.1% | +12.8% |
| 10Y | +145.8% | +369.8% | -224.1% | +52.3% |
| All | +566.4% | +351.0% | +215.3% | +242.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling