+179.9%
INTC vs PSA
+21.5%
+158.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +2.3% |
| 7D | +18.0% | -2.2% | +20.2% | +18.6% |
| 30D | +8.9% | -9.6% | +18.5% | +11.9% |
| 3M | -1.6% | -7.9% | +6.3% | -0.2% |
| 6M | +133.1% | -2.0% | +135.1% | +129.4% |
| YTD | +187.9% | +15.7% | +172.2% | +168.1% |
| 1Y | +334.7% | +5.8% | +328.9% | +315.8% |
| All | +179.9% | +21.5% | +158.4% | +145.8% |
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