+5,624.1%
PSA vs IVZ
+1,117.8%
+4,506.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.5% |
| 7D | -3.7% | +0.6% | -4.3% | -3.8% |
| 30D | -7.7% | +4.0% | -11.7% | -8.8% |
| 3M | -0.6% | +18.2% | -18.8% | -5.6% |
| 6M | -0.9% | +32.8% | -33.7% | -9.2% |
| YTD | +18.7% | +28.7% | -10.1% | +9.4% |
| 1Y | +7.6% | +55.4% | -47.7% | -6.2% |
| 3Y | +23.7% | +135.2% | -111.6% | -6.6% |
| 5Y | +13.7% | +64.2% | -50.5% | -8.4% |
| 10Y | +98.9% | +64.6% | +34.2% | +42.5% |
| All | +5,624.1% | +1,117.8% | +4,506.3% | +2,429.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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