+53.8%
PSA vs AVTR
-15.2%
+69.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.2% |
| 7D | -2.1% | +0.5% | -2.6% | -2.1% |
| 30D | +16.2% | +1.5% | +14.7% | +15.8% |
| 3M | +4.3% | +14.2% | -9.9% | +2.1% |
| 6M | +9.9% | +97.4% | -87.5% | -1.5% |
| YTD | +33.3% | +37.3% | -4.0% | +25.7% |
| 1Y | +25.8% | +36.8% | -11.0% | +18.6% |
| All | +53.8% | -15.2% | +69.0% | +56.5% |
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