+14,023.4%
PSA vs EXPD
+30,859.1%
-16,835.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | -3.7% | -1.1% | -2.5% | -3.4% |
| 30D | -7.7% | +4.1% | -11.8% | -8.5% |
| 3M | -0.6% | +17.9% | -18.5% | -4.1% |
| 6M | -0.9% | +29.2% | -30.1% | -6.5% |
| YTD | +18.7% | +27.4% | -8.7% | +12.0% |
| 1Y | +7.6% | +56.8% | -49.2% | -3.1% |
| 3Y | +23.7% | +68.0% | -44.4% | +8.9% |
| 5Y | +13.7% | +61.9% | -48.2% | -0.1% |
| 10Y | +98.9% | +316.0% | -217.2% | +42.1% |
| All | +14,023.4% | +30,859.1% | -16,835.7% | +8,277.8% |
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