+13.6%
PSA vs GEN
+22.3%
-8.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.4% |
| 7D | -0.4% | -0.7% | +0.3% | -0.3% |
| 30D | -8.2% | +2.6% | -10.8% | -8.7% |
| 3M | -2.1% | +15.8% | -17.9% | -4.9% |
| 6M | -0.2% | +33.1% | -33.3% | -5.9% |
| YTD | +18.5% | +11.3% | +7.2% | +15.8% |
| 1Y | +6.6% | +1.7% | +4.9% | +6.1% |
| 3Y | +24.5% | +58.1% | -33.7% | +11.9% |
| 5Y | +13.6% | +20.6% | -7.0% | +2.1% |
| All | +13.6% | +22.3% | -8.7% | +2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling