+96.8%
PSA vs AVTR
+5.6%
+91.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -1.4% | +0.5% | -1.9% | -1.5% |
| 30D | +15.2% | -1.0% | +16.2% | +15.3% |
| 3M | +2.2% | +12.2% | -10.0% | 0.0% |
| 6M | +11.7% | +97.5% | -85.8% | -1.6% |
| YTD | +32.0% | +35.6% | -3.6% | +23.6% |
| 1Y | +26.3% | +32.8% | -6.5% | +18.5% |
| 3Y | +52.4% | -16.5% | +68.9% | +50.9% |
| 5Y | +26.3% | -59.1% | +85.4% | +39.0% |
| All | +96.8% | +5.6% | +91.2% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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