+15,761.4%
PSA vs GEN
+8,834.5%
+6,926.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.1% | -0.3% |
| 7D | -2.1% | -0.8% | -1.2% | -2.0% |
| 30D | +16.2% | +31.2% | -15.0% | +13.1% |
| 3M | +4.3% | +6.1% | -1.7% | +3.4% |
| 6M | +9.9% | +38.1% | -28.2% | +6.0% |
| YTD | +33.3% | +14.4% | +18.9% | +30.5% |
| 1Y | +25.8% | +15.1% | +10.7% | +23.1% |
| 3Y | +54.8% | +68.5% | -13.7% | +45.4% |
| 5Y | +27.5% | +35.8% | -8.3% | +21.3% |
| 10Y | +134.5% | +155.4% | -20.8% | +104.8% |
| All | +15,761.4% | +8,834.5% | +6,926.9% | +11,023.9% |
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