+15,172.7%
INTC vs PSA
+14,185.8%
+986.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +4.9% |
| 7D | +7.1% | -3.7% | +10.7% | +8.4% |
| 30D | -5.2% | -7.7% | +2.5% | -2.7% |
| 3M | -14.3% | -0.6% | -13.7% | -14.9% |
| 6M | +110.2% | -0.9% | +111.1% | +109.3% |
| YTD | +159.6% | +18.7% | +141.0% | +143.2% |
| 1Y | +289.3% | +7.6% | +281.6% | +276.0% |
| 3Y | +166.1% | +23.7% | +142.4% | +142.2% |
| 5Y | +94.4% | +13.7% | +80.7% | +80.3% |
| 10Y | +227.7% | +98.9% | +128.8% | +147.0% |
| All | +15,172.7% | +14,185.8% | +986.9% | +5,454.3% |
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