+25.6%
PSA vs GRMN
+122.0%
-96.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | 0.0% |
| 7D | -2.1% | -0.1% | -2.0% | -2.1% |
| 30D | +15.6% | +3.5% | +12.0% | +14.4% |
| 3M | +4.1% | -7.3% | +11.4% | +5.9% |
| 6M | +9.2% | +21.8% | -12.6% | +2.6% |
| YTD | +32.3% | +42.8% | -10.5% | +18.6% |
| 1Y | +26.2% | +46.5% | -20.3% | +12.3% |
| 3Y | +53.7% | +158.3% | -104.6% | +6.6% |
| All | +25.6% | +122.0% | -96.4% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling