+211.0%
INTU vs PSA
+98.4%
+112.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.8% | -0.6% |
| 7D | -8.5% | -2.2% | -6.2% | -7.6% |
| 30D | -6.1% | -9.6% | +3.4% | -2.1% |
| 3M | +7.3% | -7.9% | +15.2% | +11.3% |
| 6M | -33.2% | -2.0% | -31.2% | -33.2% |
| YTD | -52.2% | +15.7% | -67.9% | -55.8% |
| 1Y | -52.7% | +5.8% | -58.4% | -54.6% |
| 3Y | -41.6% | +21.6% | -63.2% | -49.0% |
| 5Y | -42.6% | +13.1% | -55.8% | -48.4% |
| 10Y | +211.0% | +101.3% | +109.8% | +112.3% |
| All | +211.0% | +98.4% | +112.7% | +112.3% |
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 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