+15,648.0%
PSA vs RRC
+1,499.3%
+14,148.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.7% |
| 7D | -2.1% | +2.5% | -4.6% | -2.3% |
| 30D | +15.6% | +21.1% | -5.6% | +13.7% |
| 3M | +4.1% | +28.4% | -24.3% | +1.9% |
| 6M | +9.2% | +26.5% | -17.3% | +6.9% |
| YTD | +32.3% | +47.0% | -14.7% | +27.9% |
| 1Y | +26.2% | +35.2% | -9.0% | +22.6% |
| 3Y | +53.7% | +61.0% | -7.3% | +46.3% |
| 5Y | +26.6% | +133.6% | -107.1% | +15.3% |
| 10Y | +132.8% | +72.1% | +60.8% | +101.4% |
| All | +15,648.0% | +1,499.3% | +14,148.7% | +11,335.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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