+15,648.0%
PSA vs BEN
+5,129.3%
+10,518.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.3% |
| 7D | -2.1% | +11.3% | -13.4% | -5.4% |
| 30D | +15.6% | +15.0% | +0.6% | +10.4% |
| 3M | +4.1% | +7.8% | -3.8% | +1.4% |
| 6M | +9.2% | +15.5% | -6.3% | +3.8% |
| YTD | +32.3% | +55.4% | -23.1% | +14.1% |
| 1Y | +26.2% | +63.3% | -37.1% | +7.1% |
| 3Y | +53.7% | +83.4% | -29.8% | +22.9% |
| 5Y | +26.6% | +28.1% | -1.5% | +10.5% |
| 10Y | +132.8% | +59.1% | +73.8% | +73.0% |
| All | +15,648.0% | +5,129.3% | +10,518.7% | +6,992.8% |
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