+20.3%
PSA vs BLDR
-56.4%
+76.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.9% |
| 7D | -2.2% | -2.7% | +0.5% | -1.7% |
| 30D | -9.6% | -14.7% | +5.2% | -6.6% |
| 3M | -7.9% | -20.8% | +12.9% | -4.1% |
| 6M | -2.0% | -35.3% | +33.3% | +6.1% |
| YTD | +15.7% | -40.3% | +56.1% | +27.1% |
| 1Y | +5.8% | -56.3% | +62.1% | +23.4% |
| All | +20.3% | -56.4% | +76.6% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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