+99.2%
PSA vs RVTY
+139.0%
-39.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.5% |
| 7D | -3.6% | -7.4% | +3.8% | -2.0% |
| 30D | -9.4% | +4.5% | -13.9% | -10.4% |
| 3M | -8.2% | +19.5% | -27.7% | -12.2% |
| 6M | -1.8% | +34.1% | -36.0% | -8.9% |
| YTD | +15.7% | +25.3% | -9.5% | +8.7% |
| 1Y | +6.3% | +47.0% | -40.7% | -4.0% |
| 3Y | +21.6% | +14.1% | +7.4% | +14.1% |
| 5Y | +13.5% | -34.6% | +48.0% | +16.4% |
| All | +99.2% | +139.0% | -39.8% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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