+29.3%
PSA vs LII
-26.0%
+55.3%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.8% | +2.0% |
| 7D | +10.5% | +7.9% | +2.6% | +8.6% |
| 30D | +21.7% | -0.6% | +22.3% | +21.6% |
| 3M | +6.1% | -19.3% | +25.4% | +11.0% |
| 6M | +18.3% | -29.8% | +48.2% | +25.7% |
| YTD | +36.1% | -25.4% | +61.5% | +40.5% |
| 1Y | +29.3% | -26.2% | +55.5% | +33.7% |
| All | +29.3% | -26.0% | +55.3% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling