+15,770.9%
PSA vs EXPD
+30,923.0%
-15,152.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.6% |
| 7D | +0.8% | -7.4% | +8.2% | +2.4% |
| 30D | +15.9% | -2.1% | +18.0% | +16.3% |
| 3M | +4.2% | +5.7% | -1.5% | +2.8% |
| 6M | +10.1% | +21.4% | -11.2% | +5.4% |
| YTD | +33.3% | +27.6% | +5.7% | +25.6% |
| 1Y | +28.2% | +36.1% | -7.9% | +19.1% |
| 3Y | +54.9% | +69.9% | -15.0% | +35.9% |
| 5Y | +28.3% | +59.7% | -31.3% | +13.2% |
| 10Y | +134.1% | +323.0% | -189.0% | +66.6% |
| All | +15,770.9% | +30,923.0% | -15,152.2% | +9,300.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling