+101.1%
PSA vs FND
+54.9%
+46.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.3% |
| 7D | -3.6% | -5.1% | +1.4% | -2.8% |
| 30D | -9.4% | -22.5% | +13.1% | -5.5% |
| 3M | -8.2% | -5.0% | -3.2% | -7.9% |
| 6M | -1.8% | -21.5% | +19.7% | +1.3% |
| YTD | +15.7% | -23.0% | +38.8% | +19.6% |
| 1Y | +6.3% | -44.9% | +51.2% | +15.6% |
| 3Y | +21.6% | -50.0% | +71.6% | +32.0% |
| 5Y | +13.5% | -63.3% | +76.8% | +24.3% |
| All | +101.1% | +54.9% | +46.2% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling