+6.6%
PSA vs ROIV
+221.6%
-215.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +18.8% | -18.9% | -0.7% |
| 7D | -0.4% | +20.2% | -20.6% | -1.0% |
| 30D | -8.2% | +14.1% | -22.3% | -8.6% |
| 3M | -2.1% | +45.6% | -47.7% | -4.4% |
| 6M | -0.2% | +44.1% | -44.3% | -2.7% |
| YTD | +18.5% | +91.2% | -72.7% | +13.4% |
| 1Y | +6.6% | +221.3% | -214.7% | 0.0% |
| All | +6.6% | +221.6% | -215.0% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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