+15.8%
PSA vs BB
-24.3%
+40.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -0.3% |
| 7D | -0.4% | +0.5% | -0.9% | -0.5% |
| 30D | -8.2% | -12.4% | +4.2% | -7.3% |
| 3M | -2.1% | -15.3% | +13.1% | -1.7% |
| 6M | -0.2% | +128.8% | -129.0% | -9.1% |
| YTD | +18.5% | +107.7% | -89.2% | +8.8% |
| 1Y | +6.6% | +103.9% | -97.3% | -2.4% |
| 3Y | +24.5% | +72.6% | -48.1% | +11.7% |
| All | +15.8% | -24.3% | +40.1% | +3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling