+14,023.4%
PSA vs GEN
+8,838.9%
+5,184.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -1.0% |
| 7D | -3.7% | -1.2% | -2.5% | -3.6% |
| 30D | -7.7% | +10.1% | -17.9% | -8.6% |
| 3M | -0.6% | +16.1% | -16.7% | -2.1% |
| 6M | -0.9% | +38.9% | -39.8% | -4.4% |
| YTD | +18.7% | +14.4% | +4.2% | +16.5% |
| 1Y | +7.6% | +5.9% | +1.8% | +6.5% |
| 3Y | +23.7% | +58.8% | -35.1% | +17.0% |
| 5Y | +13.7% | +24.7% | -11.0% | +9.2% |
| 10Y | +98.9% | +163.1% | -64.2% | +73.5% |
| All | +14,023.4% | +8,838.9% | +5,184.6% | +9,830.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling