+52.4%
PSA vs EXPD
+75.3%
-22.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.4% | +5.5% | -7.0% | -2.6% |
| 30D | +15.2% | -0.8% | +16.0% | +15.3% |
| 3M | +2.2% | +4.1% | -1.9% | +1.2% |
| 6M | +11.7% | +25.7% | -14.0% | +6.0% |
| YTD | +32.0% | +31.4% | +0.6% | +23.2% |
| 1Y | +26.3% | +42.2% | -15.9% | +15.5% |
| 3Y | +52.4% | +77.2% | -24.8% | +19.9% |
| All | +52.4% | +75.3% | -22.9% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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