+116.0%
INTC vs PSA
+10.8%
+105.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +2.5% |
| 7D | +18.0% | -2.2% | +20.2% | +18.9% |
| 30D | +8.9% | -9.6% | +18.5% | +12.8% |
| 3M | -1.6% | -7.9% | +6.3% | +0.4% |
| 6M | +133.1% | -2.0% | +135.1% | +131.0% |
| YTD | +187.9% | +15.7% | +172.2% | +166.9% |
| 1Y | +334.7% | +5.8% | +328.9% | +316.5% |
| 3Y | +184.2% | +21.6% | +162.6% | +150.0% |
| 5Y | +116.0% | +13.1% | +102.9% | +106.9% |
| All | +116.0% | +10.8% | +105.2% | +106.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling