+3,867.3%
PSA vs FLR
+513.8%
+3,353.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | 0.0% |
| 7D | -1.4% | +5.4% | -6.8% | -2.3% |
| 30D | +15.2% | +2.8% | +12.3% | +14.4% |
| 3M | +2.2% | -6.4% | +8.6% | +2.9% |
| 6M | +11.7% | +8.8% | +2.9% | +8.7% |
| YTD | +32.0% | +23.6% | +8.4% | +24.7% |
| 1Y | +26.3% | +13.8% | +12.5% | +20.9% |
| 3Y | +52.4% | +36.5% | +15.9% | +35.1% |
| 5Y | +26.3% | +119.3% | -93.1% | 0.0% |
| 10Y | +132.3% | +8.0% | +124.4% | +80.5% |
| All | +3,867.3% | +513.8% | +3,353.5% | +2,355.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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