+129.9%
PSA vs BB
+21.8%
+108.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | -0.1% |
| 7D | -1.4% | +1.8% | -3.3% | -1.5% |
| 30D | +15.2% | +8.1% | +7.0% | +14.5% |
| 3M | +2.2% | -1.0% | +3.2% | +1.9% |
| 6M | +11.7% | +45.9% | -34.2% | +8.0% |
| YTD | +32.0% | +134.8% | -102.8% | +23.8% |
| 1Y | +26.3% | +104.6% | -78.3% | +19.3% |
| 3Y | +52.4% | +152.8% | -100.5% | +39.3% |
| 5Y | +26.3% | -17.4% | +43.7% | +19.4% |
| All | +129.9% | +21.8% | +108.1% | +103.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling