+14,023.4%
PSA vs BEN
+4,913.3%
+9,110.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -2.3% |
| 7D | -3.7% | +0.2% | -3.9% | -3.8% |
| 30D | -7.7% | -0.5% | -7.2% | -7.6% |
| 3M | -0.6% | +9.7% | -10.3% | -3.7% |
| 6M | -0.9% | +33.9% | -34.8% | -10.1% |
| YTD | +18.7% | +49.0% | -30.3% | +4.0% |
| 1Y | +7.6% | +42.1% | -34.5% | -4.6% |
| 3Y | +23.7% | +51.9% | -28.2% | +5.1% |
| 5Y | +13.7% | +39.0% | -25.4% | -3.6% |
| 10Y | +98.9% | +57.9% | +41.0% | +47.6% |
| All | +14,023.4% | +4,913.3% | +9,110.1% | +6,361.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling