+14.9%
PSA vs AZO
+85.8%
-70.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | -1.8% | -3.6% | +1.7% | -0.8% |
| 30D | -8.4% | -5.6% | -2.8% | -6.9% |
| 3M | -7.8% | -6.6% | -1.2% | -6.2% |
| 6M | +0.8% | -22.5% | +23.3% | +7.6% |
| YTD | +16.5% | -15.2% | +31.7% | +21.1% |
| 1Y | +4.7% | -33.9% | +38.6% | +16.4% |
| 3Y | +21.1% | +11.8% | +9.2% | +15.4% |
| All | +14.9% | +85.8% | -70.8% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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