+52.7%
PSA vs CG
+44.9%
+7.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | -0.1% |
| 7D | -2.1% | -1.5% | -0.6% | -1.9% |
| 30D | +15.6% | +5.7% | +9.9% | +14.5% |
| 3M | +4.1% | -17.9% | +21.9% | +6.8% |
| 6M | +9.2% | -20.2% | +29.4% | +12.4% |
| YTD | +32.3% | -32.0% | +64.3% | +38.7% |
| 1Y | +26.2% | -27.0% | +53.2% | +30.9% |
| All | +52.7% | +44.9% | +7.8% | +19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling