+52.7%
PSA vs BR
+14.4%
+38.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | -2.1% | -1.3% | -0.8% | -1.7% |
| 30D | +15.6% | +13.7% | +1.9% | +11.2% |
| 3M | +4.1% | +13.8% | -9.7% | -0.1% |
| 6M | +9.2% | +29.7% | -20.5% | +0.2% |
| YTD | +32.3% | -12.6% | +44.9% | +42.4% |
| 1Y | +26.2% | -12.4% | +38.6% | +35.7% |
| All | +52.7% | +14.4% | +38.3% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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