+24.5%
PSA vs BEN
+56.8%
-32.4%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -0.4% | +4.7% | -5.1% | -1.7% |
| 30D | -8.2% | +2.6% | -10.8% | -8.8% |
| 3M | -2.1% | +11.5% | -13.6% | -5.2% |
| 6M | -0.2% | +35.3% | -35.5% | -8.8% |
| YTD | +18.5% | +48.6% | -30.1% | +5.4% |
| 1Y | +6.6% | +46.7% | -40.1% | -5.1% |
| 3Y | +24.5% | +57.0% | -32.6% | +7.3% |
| All | +24.5% | +56.8% | -32.4% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling