+907.2%
PSA vs BLDR
+414.6%
+492.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.6% |
| 7D | -3.7% | -2.8% | -0.8% | -3.2% |
| 30D | -7.7% | -13.3% | +5.5% | -5.7% |
| 3M | -0.6% | -12.3% | +11.7% | +1.0% |
| 6M | -0.9% | -31.5% | +30.5% | +4.5% |
| YTD | +18.7% | -36.1% | +54.7% | +26.3% |
| 1Y | +7.6% | -54.1% | +61.7% | +20.6% |
| 3Y | +23.7% | -55.8% | +79.4% | +35.9% |
| 5Y | +13.7% | +20.7% | -7.1% | +2.9% |
| 10Y | +98.9% | +390.2% | -291.4% | +29.4% |
| All | +907.2% | +414.6% | +492.6% | +263.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling