+235.2%
INTU vs PSA
+133.1%
+102.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.4% |
| 7D | -4.1% | -2.1% | -2.0% | -3.3% |
| 30D | +12.8% | +15.6% | -2.7% | +6.3% |
| 3M | +2.1% | +4.1% | -2.0% | +0.5% |
| 6M | -11.5% | +9.2% | -20.7% | -14.8% |
| YTD | -47.9% | +32.3% | -80.2% | -54.5% |
| 1Y | -47.7% | +26.2% | -73.8% | -53.3% |
| 3Y | -34.0% | +53.7% | -87.6% | -48.2% |
| 5Y | -43.5% | +26.6% | -70.1% | -51.4% |
| All | +235.2% | +133.1% | +102.1% | +115.0% |
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