+99.2%
PSA vs GEN
+157.3%
-58.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | -3.6% | -4.3% | +0.7% | -3.1% |
| 30D | -9.4% | +3.8% | -13.1% | -9.8% |
| 3M | -8.2% | +22.3% | -30.5% | -10.4% |
| 6M | -1.8% | +39.0% | -40.8% | -6.1% |
| YTD | +15.7% | +11.9% | +3.8% | +13.7% |
| 1Y | +6.3% | +4.5% | +1.8% | +5.2% |
| 3Y | +21.6% | +59.0% | -37.4% | +14.2% |
| 5Y | +13.5% | +22.0% | -8.5% | +8.0% |
| All | +99.2% | +157.3% | -58.1% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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