+20.9%
PSA vs LTH
+152.0%
-131.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -2.0% |
| 7D | -2.2% | -4.0% | +1.8% | -1.6% |
| 30D | -9.6% | -1.7% | -7.9% | -9.3% |
| 3M | -7.9% | +28.0% | -35.9% | -11.6% |
| 6M | -2.0% | +54.1% | -56.1% | -9.1% |
| YTD | +15.7% | +57.1% | -41.3% | +6.8% |
| 1Y | +5.8% | +45.8% | -40.0% | -1.4% |
| 3Y | +21.6% | +157.6% | -136.0% | +0.8% |
| All | +20.9% | +152.0% | -131.1% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded LTH 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling