+134.7%
PSA vs BUD
-2.2%
+136.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.9% |
| 7D | +0.8% | +6.0% | -5.3% | -0.6% |
| 30D | +15.9% | +11.3% | +4.6% | +12.9% |
| 3M | +4.2% | +3.6% | +0.6% | +3.2% |
| 6M | +10.1% | +7.7% | +2.4% | +7.9% |
| YTD | +33.3% | +36.4% | -3.0% | +23.6% |
| 1Y | +28.2% | +37.8% | -9.6% | +18.5% |
| 3Y | +54.9% | +51.2% | +3.6% | +39.8% |
| 5Y | +28.3% | +53.4% | -25.1% | +14.3% |
| All | +134.7% | -2.2% | +136.9% | +110.8% |
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