+134.5%
PSA vs BUD
-4.5%
+139.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.5% |
| 7D | -2.1% | +0.5% | -2.5% | -2.2% |
| 30D | +16.2% | +7.4% | +8.8% | +14.2% |
| 3M | +4.3% | +4.3% | 0.0% | +3.2% |
| 6M | +9.9% | +5.3% | +4.6% | +8.3% |
| YTD | +33.3% | +33.2% | 0.0% | +24.2% |
| 1Y | +25.8% | +31.8% | -5.9% | +17.5% |
| 3Y | +54.8% | +47.8% | +7.0% | +40.5% |
| 5Y | +27.5% | +50.2% | -22.6% | +14.2% |
| 10Y | +134.5% | -4.8% | +139.3% | +111.9% |
| All | +134.5% | -4.5% | +139.0% | +111.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling