+2,926.4%
V vs PSA
+554.9%
+2,371.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.5% |
| 7D | -1.7% | -3.7% | +2.0% | -0.2% |
| 30D | +2.0% | -7.7% | +9.7% | +5.4% |
| 3M | +17.4% | -0.6% | +18.0% | +17.5% |
| 6M | +17.5% | -0.9% | +18.4% | +17.3% |
| YTD | +7.6% | +18.7% | -11.1% | -0.7% |
| 1Y | +7.7% | +7.6% | +0.1% | +3.2% |
| 3Y | +54.7% | +23.7% | +31.0% | +37.1% |
| 5Y | +73.0% | +13.7% | +59.4% | +55.9% |
| 10Y | +390.9% | +98.9% | +292.0% | +236.5% |
| All | +2,926.4% | +554.9% | +2,371.6% | +1,013.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling