+99.2%
PSA vs XHB
+210.4%
-111.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.9% |
| 7D | -3.6% | -5.2% | +1.6% | -1.7% |
| 30D | -9.4% | -12.1% | +2.8% | -4.8% |
| 3M | -8.2% | -6.2% | -2.0% | -6.3% |
| 6M | -1.8% | -6.7% | +4.9% | +0.2% |
| YTD | +15.7% | -5.5% | +21.2% | +17.5% |
| 1Y | +6.3% | -15.6% | +21.9% | +12.5% |
| 3Y | +21.6% | +22.0% | -0.4% | +10.8% |
| 5Y | +13.5% | +31.8% | -18.4% | -1.5% |
| All | +99.2% | +210.4% | -111.2% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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