+3,658.3%
PSA vs BB
+338.1%
+3,320.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -0.3% |
| 7D | -2.1% | +7.3% | -9.4% | -2.5% |
| 30D | +16.2% | +11.2% | +5.0% | +15.1% |
| 3M | +4.3% | +4.7% | -0.3% | +3.6% |
| 6M | +9.9% | +51.1% | -41.2% | +5.5% |
| YTD | +33.3% | +148.0% | -114.8% | +23.3% |
| 1Y | +25.8% | +106.1% | -80.3% | +17.8% |
| 3Y | +54.8% | +158.2% | -103.5% | +39.6% |
| 5Y | +27.5% | -10.8% | +38.3% | +21.3% |
| 10Y | +134.5% | +29.3% | +105.2% | +101.5% |
| All | +3,658.3% | +338.1% | +3,320.3% | +3,360.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling