+29.3%
PSA vs BB
+88.0%
-58.7%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +7.0% | -4.1% | +2.8% |
| 7D | +10.5% | -6.8% | +17.4% | +10.5% |
| 30D | +21.7% | -3.5% | +25.2% | +21.5% |
| 3M | +6.1% | -1.2% | +7.3% | +6.0% |
| 6M | +18.3% | +57.0% | -38.7% | +11.6% |
| YTD | +36.1% | +131.1% | -95.1% | +21.0% |
| 1Y | +29.3% | +87.6% | -58.3% | +17.8% |
| All | +29.3% | +88.0% | -58.7% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling