+100.5%
PSA vs RRX
+228.4%
-127.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.0% | 0.0% |
| 7D | -1.8% | -0.3% | -1.5% | -1.8% |
| 30D | -8.4% | -6.1% | -2.2% | -7.4% |
| 3M | -7.8% | -23.1% | +15.2% | -4.5% |
| 6M | +0.8% | -19.5% | +20.3% | +2.9% |
| YTD | +16.5% | +16.1% | +0.4% | +10.5% |
| 1Y | +4.7% | +12.9% | -8.2% | -0.6% |
| 3Y | +21.1% | +7.9% | +13.1% | +12.0% |
| 5Y | +14.2% | +19.1% | -4.9% | +1.3% |
| All | +100.5% | +228.4% | -127.9% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 10y: compounded portfolio wealth divided by compounded RRX 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…
10y analysis · Full analysis span regression · 6 months rolling