+13.5%
PSA vs BLDR
+7.7%
+5.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | +0.8% |
| 7D | -3.6% | -8.1% | +4.5% | -2.1% |
| 30D | -9.4% | -21.5% | +12.1% | -5.2% |
| 3M | -8.2% | -21.0% | +12.8% | -4.7% |
| 6M | -1.8% | -37.1% | +35.2% | +6.0% |
| YTD | +15.7% | -42.7% | +58.4% | +26.9% |
| 1Y | +6.3% | -58.0% | +64.2% | +23.0% |
| 3Y | +21.6% | -57.8% | +79.4% | +36.1% |
| 5Y | +13.5% | +10.3% | +3.2% | +5.6% |
| All | +13.5% | +7.7% | +5.7% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling