-45.2%
INTU vs PSA
+28.0%
-73.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.6% | +3.3% |
| 7D | +8.7% | +10.5% | -1.9% | +8.2% |
| 30D | +25.9% | +21.7% | +4.2% | +25.5% |
| 3M | +10.7% | +6.1% | +4.7% | +8.9% |
| 6M | -11.6% | +18.3% | -29.9% | -8.9% |
| YTD | -45.4% | +36.1% | -81.5% | -43.7% |
| 1Y | -45.2% | +29.3% | -74.6% | -43.4% |
| All | -45.2% | +28.0% | -73.3% | -43.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling