+77.6%
V vs PSA
+50.8%
+26.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.2% |
| 7D | +2.2% | +3.9% | -1.7% | +1.2% |
| 30D | +13.6% | +19.7% | -6.1% | +8.7% |
| 3M | +14.3% | +4.3% | +10.0% | +13.0% |
| 6M | +33.1% | +11.4% | +21.7% | +29.5% |
| YTD | +21.2% | +33.9% | -12.7% | +12.1% |
| 1Y | +26.4% | +28.3% | -1.8% | +18.2% |
| 3Y | +77.6% | +53.5% | +24.1% | +63.8% |
| All | +77.6% | +50.8% | +26.8% | +63.8% |
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