+1,020.6%
PSA vs BLDR
+374.7%
+645.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.4% |
| 7D | -1.4% | -3.0% | +1.5% | -1.0% |
| 30D | +15.2% | +20.1% | -4.9% | +11.4% |
| 3M | +2.2% | -17.5% | +19.7% | +5.0% |
| 6M | +11.7% | -16.1% | +27.8% | +13.7% |
| YTD | +32.0% | -41.0% | +73.0% | +41.8% |
| 1Y | +26.3% | -41.6% | +67.9% | +35.7% |
| 3Y | +52.4% | -50.8% | +103.2% | +64.3% |
| 5Y | +26.3% | -10.8% | +37.0% | +19.9% |
| 10Y | +132.3% | +486.3% | -354.0% | +46.3% |
| All | +1,020.6% | +374.7% | +645.9% | +308.5% |
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