+5.8%
PSA vs GEN
+0.6%
+5.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.2% | -2.3% |
| 7D | -2.2% | -2.9% | +0.7% | -2.0% |
| 30D | -9.6% | +2.1% | -11.6% | -9.7% |
| 3M | -7.9% | +19.7% | -27.6% | -8.8% |
| 6M | -2.0% | +33.3% | -35.3% | -2.8% |
| YTD | +15.7% | +11.1% | +4.6% | +20.6% |
| 1Y | +5.8% | +3.0% | +2.8% | +12.7% |
| All | +5.8% | +0.6% | +5.2% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling