+144.0%
PSX vs PSA
+52.6%
+91.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.3% | -0.8% |
| 7D | -7.8% | +0.8% | -8.6% | -8.0% |
| 30D | -9.9% | +15.9% | -25.8% | -12.6% |
| 3M | +16.9% | +4.2% | +12.7% | +16.0% |
| 6M | +48.0% | +10.1% | +37.8% | +44.6% |
| YTD | +98.3% | +33.3% | +65.0% | +82.2% |
| 1Y | +86.2% | +28.2% | +57.9% | +73.2% |
| 3Y | +144.0% | +54.9% | +89.1% | +121.9% |
| All | +144.0% | +52.6% | +91.4% | +121.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling