+6.3%
PSA vs BB
+101.1%
-94.8%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | 0.0% |
| 7D | -3.6% | -2.1% | -1.6% | -3.6% |
| 30D | -9.4% | -16.0% | +6.7% | -9.3% |
| 3M | -8.2% | -14.5% | +6.3% | -8.7% |
| 6M | -1.8% | +118.6% | -120.4% | -9.3% |
| YTD | +15.7% | +98.9% | -83.2% | +7.0% |
| 1Y | +6.3% | +99.5% | -93.2% | -1.0% |
| All | +6.3% | +101.1% | -94.8% | -1.0% |
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