+99.2%
PSA vs GRMN
+646.1%
-546.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -3.6% | -1.8% | -1.8% | -3.2% |
| 30D | -9.4% | -12.1% | +2.7% | -6.4% |
| 3M | -8.2% | +18.0% | -26.2% | -12.5% |
| 6M | -1.8% | +13.7% | -15.6% | -5.7% |
| YTD | +15.7% | +35.3% | -19.6% | +6.1% |
| 1Y | +6.3% | +17.2% | -11.0% | +0.8% |
| 3Y | +21.6% | +179.6% | -158.1% | -12.1% |
| 5Y | +13.5% | +75.6% | -62.1% | -9.6% |
| All | +99.2% | +646.1% | -546.8% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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