+14.9%
PSA vs INVH
-20.2%
+35.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -1.8% | -3.0% | +1.2% | 0.0% |
| 30D | -8.4% | -7.5% | -0.8% | -3.9% |
| 3M | -7.8% | -5.5% | -2.3% | -4.6% |
| 6M | +0.8% | +11.7% | -10.9% | -6.0% |
| YTD | +16.5% | +1.3% | +15.2% | +15.0% |
| 1Y | +4.7% | -6.1% | +10.8% | +8.2% |
| 3Y | +21.1% | -9.8% | +30.8% | +26.8% |
| All | +14.9% | -20.2% | +35.1% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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