-51.8%
INTU vs PSA
+6.0%
-57.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -9.2% | -3.6% | -5.5% | -9.4% |
| 30D | -7.0% | -9.4% | +2.3% | -7.9% |
| 3M | +10.5% | -8.2% | +18.7% | +9.6% |
| 6M | -30.6% | -1.8% | -28.7% | -28.9% |
| YTD | -52.3% | +15.7% | -68.1% | -51.1% |
| 1Y | -51.8% | +6.3% | -58.1% | -50.1% |
| All | -51.8% | +6.0% | -57.8% | -50.1% |
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