+27.6%
PSA vs EAT
+349.7%
-322.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.5% | -0.2% |
| 7D | +0.8% | -5.9% | +6.7% | +1.4% |
| 30D | +15.9% | +0.7% | +15.2% | +15.6% |
| 3M | +4.2% | -14.2% | +18.4% | +5.5% |
| 6M | +10.1% | +40.7% | -30.6% | +5.4% |
| YTD | +33.3% | +36.0% | -2.6% | +27.6% |
| 1Y | +28.2% | +83.1% | -54.8% | +18.5% |
| 3Y | +54.9% | +474.8% | -419.9% | +19.5% |
| All | +27.6% | +349.7% | -322.1% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling