+236.7%
INTU vs PSA
+132.6%
+104.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.7% | +0.5% |
| 7D | +0.1% | -1.4% | +1.5% | +0.7% |
| 30D | +10.1% | +15.2% | -5.1% | +3.9% |
| 3M | -4.2% | +2.2% | -6.4% | -5.0% |
| 6M | -7.2% | +11.7% | -18.9% | -11.5% |
| YTD | -47.7% | +32.0% | -79.7% | -54.2% |
| 1Y | -46.7% | +26.3% | -73.0% | -52.5% |
| 3Y | -34.1% | +52.4% | -86.4% | -48.1% |
| 5Y | -43.3% | +26.3% | -69.6% | -51.2% |
| All | +236.7% | +132.6% | +104.1% | +116.2% |
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