+101.3%
PSA vs BUD
-24.2%
+125.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.8% |
| 7D | -2.2% | -1.3% | -0.9% | -1.9% |
| 30D | -9.6% | -6.1% | -3.4% | -8.2% |
| 3M | -7.9% | -3.8% | -4.2% | -7.2% |
| 6M | -2.0% | +8.2% | -10.2% | -4.0% |
| YTD | +15.7% | +23.6% | -7.8% | +9.9% |
| 1Y | +5.8% | +33.4% | -27.7% | -1.3% |
| 3Y | +21.6% | +45.3% | -23.8% | +11.1% |
| 5Y | +13.1% | +44.3% | -31.1% | +2.5% |
| 10Y | +101.3% | -22.8% | +124.0% | +87.6% |
| All | +101.3% | -24.2% | +125.4% | +87.6% |
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