+52.4%
PSA vs IBB
+86.1%
-33.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.4% | -0.5% | -0.9% | -1.3% |
| 30D | +15.2% | +4.6% | +10.6% | +12.9% |
| 3M | +2.2% | +6.8% | -4.6% | -1.1% |
| 6M | +11.7% | +23.1% | -11.4% | +1.1% |
| YTD | +32.0% | +26.0% | +6.0% | +17.7% |
| 1Y | +26.3% | +30.4% | -4.1% | +10.8% |
| 3Y | +52.4% | +85.4% | -33.1% | +2.2% |
| All | +52.4% | +86.1% | -33.7% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 3y: compounded portfolio wealth divided by compounded IBB 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…
3y analysis · Full analysis span regression · 6 months rolling