+361.6%
PSX vs PSA
+132.6%
+229.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +7.8% | -1.4% | +9.2% | +8.2% |
| 30D | -10.9% | +15.2% | -26.1% | -14.4% |
| 3M | +14.5% | +2.2% | +12.3% | +13.6% |
| 6M | +56.1% | +11.7% | +44.5% | +50.6% |
| YTD | +109.6% | +32.0% | +77.6% | +91.3% |
| 1Y | +95.5% | +26.3% | +69.2% | +80.9% |
| 3Y | +156.2% | +52.4% | +103.8% | +121.4% |
| 5Y | +310.0% | +26.3% | +283.7% | +267.6% |
| All | +361.6% | +132.6% | +229.1% | +229.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling