+6.3%
PSA vs CG
-30.6%
+36.9%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.4% |
| 7D | -3.6% | -9.8% | +6.2% | -2.1% |
| 30D | -9.4% | -10.3% | +0.9% | -7.9% |
| 3M | -8.2% | -1.7% | -6.5% | -8.0% |
| 6M | -1.8% | -9.8% | +8.0% | -0.5% |
| YTD | +15.7% | -25.6% | +41.3% | +21.3% |
| 1Y | +6.3% | -32.5% | +38.8% | +12.1% |
| All | +6.3% | -30.6% | +36.9% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling