+111.9%
INTC vs PSA
+132.6%
-20.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.4% |
| 7D | +6.0% | -1.4% | +7.4% | +6.5% |
| 30D | -39.2% | +15.2% | -54.4% | -42.5% |
| 3M | -42.9% | +2.2% | -45.2% | -43.8% |
| 6M | -50.4% | +11.7% | -62.1% | -53.1% |
| YTD | +61.7% | +32.0% | +29.7% | +43.0% |
| 1Y | +66.1% | +26.3% | +39.9% | +49.3% |
| 3Y | +58.1% | +52.4% | +5.8% | +29.3% |
| 5Y | +27.9% | +26.3% | +1.6% | +11.6% |
| All | +111.9% | +132.6% | -20.6% | +42.7% |
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