+100.5%
PSA vs INDA
+84.7%
+15.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.3% | +0.3% |
| 7D | -1.8% | -2.7% | +0.9% | -0.9% |
| 30D | -8.4% | -2.8% | -5.6% | -7.5% |
| 3M | -7.8% | +1.6% | -9.5% | -8.4% |
| 6M | +0.8% | -1.4% | +2.2% | +1.2% |
| YTD | +16.5% | -10.1% | +26.6% | +20.4% |
| 1Y | +4.7% | -8.8% | +13.5% | +7.6% |
| 3Y | +21.1% | +7.6% | +13.4% | +17.2% |
| 5Y | +14.2% | +5.8% | +8.4% | +10.6% |
| All | +100.5% | +84.7% | +15.8% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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