+3,775.3%
PSA vs LII
+2,734.1%
+1,041.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.3% |
| 7D | +3.9% | -0.6% | +4.5% | +4.1% |
| 30D | +19.7% | -4.6% | +24.3% | +21.1% |
| 3M | +4.3% | -21.2% | +25.5% | +11.4% |
| 6M | +11.4% | -36.4% | +47.8% | +25.1% |
| YTD | +33.9% | -28.9% | +62.9% | +44.9% |
| 1Y | +28.3% | -29.5% | +57.8% | +39.0% |
| 3Y | +53.5% | -8.6% | +62.0% | +50.2% |
| 5Y | +30.6% | +20.2% | +10.4% | +15.4% |
| 10Y | +145.8% | +166.2% | -20.5% | +64.3% |
| All | +3,775.3% | +2,734.1% | +1,041.1% | +1,319.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling