+2,989.4%
SHOP vs PSA
+98.4%
+2,891.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.3% | -3.1% | -4.4% |
| 7D | -10.6% | -2.2% | -8.4% | -9.7% |
| 30D | -18.3% | -9.6% | -8.7% | -14.4% |
| 3M | +14.8% | -7.9% | +22.7% | +19.2% |
| 6M | -5.0% | -2.0% | -3.0% | -4.7% |
| YTD | -21.2% | +15.7% | -37.0% | -27.1% |
| 1Y | -11.6% | +5.8% | -17.4% | -14.9% |
| 3Y | +101.2% | +21.6% | +79.7% | +77.6% |
| 5Y | -15.7% | +13.1% | -28.8% | -23.4% |
| 10Y | +2,989.4% | +101.3% | +2,888.2% | +2,264.3% |
| All | +2,989.4% | +98.4% | +2,891.0% | +2,264.3% |
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