+96.9%
PSX vs PSA
+28.0%
+68.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.8% | -7.3% | -4.4% |
| 7D | -5.2% | +10.5% | -15.7% | -4.8% |
| 30D | -3.7% | +21.7% | -25.4% | -3.5% |
| 3M | +26.8% | +6.1% | +20.7% | +27.2% |
| 6M | +47.3% | +18.3% | +29.0% | +47.0% |
| YTD | +105.4% | +36.1% | +69.4% | +91.5% |
| 1Y | +96.9% | +29.3% | +67.6% | +89.5% |
| All | +96.9% | +28.0% | +68.9% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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