+3,310.9%
PSA vs GRMN
+6,655.2%
-3,344.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -3.7% | -2.9% | -0.8% | -3.0% |
| 30D | -7.7% | -8.4% | +0.7% | -5.8% |
| 3M | -0.6% | +15.0% | -15.6% | -4.4% |
| 6M | -0.9% | +11.2% | -12.1% | -4.0% |
| YTD | +18.7% | +37.7% | -19.0% | +8.9% |
| 1Y | +7.6% | +18.5% | -10.8% | +2.2% |
| 3Y | +23.7% | +175.8% | -152.1% | -6.7% |
| 5Y | +13.7% | +75.1% | -61.4% | -5.3% |
| 10Y | +98.9% | +637.0% | -538.2% | +14.7% |
| All | +3,310.9% | +6,655.2% | -3,344.3% | +1,314.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling