+16,795.9%
PSA vs AZO
+41,812.3%
-25,016.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | -3.6% | -2.9% | -0.7% | -3.0% |
| 30D | -9.4% | -5.3% | -4.1% | -8.3% |
| 3M | -8.2% | -7.3% | -0.8% | -6.7% |
| 6M | -1.8% | -22.7% | +20.8% | +3.7% |
| YTD | +15.7% | -15.0% | +30.8% | +19.5% |
| 1Y | +6.3% | -32.2% | +38.5% | +15.3% |
| 3Y | +21.6% | +10.0% | +11.6% | +17.4% |
| 5Y | +13.5% | +85.8% | -72.4% | -3.4% |
| 10Y | +101.3% | +298.9% | -197.6% | +41.1% |
| All | +16,795.9% | +41,812.3% | -25,016.4% | +6,541.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling