+20.3%
PSA vs AVTR
-26.6%
+46.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -2.0% |
| 7D | -2.2% | +1.6% | -3.8% | -2.5% |
| 30D | -9.6% | +8.4% | -17.9% | -10.7% |
| 3M | -7.9% | +50.2% | -58.1% | -13.9% |
| 6M | -2.0% | +82.6% | -84.6% | -11.4% |
| YTD | +15.7% | +29.8% | -14.1% | +10.1% |
| 1Y | +5.8% | +16.0% | -10.2% | +1.4% |
| All | +20.3% | -26.6% | +46.9% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling