+13.1%
PSA vs AVTR
-64.4%
+77.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -1.9% |
| 7D | -2.2% | +1.6% | -3.8% | -2.5% |
| 30D | -9.6% | +8.4% | -17.9% | -10.9% |
| 3M | -7.9% | +50.2% | -58.1% | -14.9% |
| 6M | -2.0% | +82.6% | -84.6% | -13.0% |
| YTD | +15.7% | +29.8% | -14.1% | +9.1% |
| 1Y | +5.8% | +16.0% | -10.2% | +0.6% |
| 3Y | +21.6% | -26.4% | +48.0% | +24.1% |
| 5Y | +13.1% | -64.5% | +77.6% | +27.6% |
| All | +13.1% | -64.4% | +77.6% | +27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling