+14,587.7%
INTU vs PSA
+11,379.1%
+3,208.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -3.9% | +1.5% | -5.4% | -4.4% |
| 30D | +11.7% | +16.7% | -4.9% | +5.8% |
| 3M | +4.5% | +4.0% | +0.5% | +3.1% |
| 6M | -13.9% | +10.9% | -24.7% | -17.1% |
| YTD | -48.2% | +34.2% | -82.4% | -54.0% |
| 1Y | -47.1% | +26.6% | -73.8% | -52.0% |
| 3Y | -32.5% | +54.7% | -87.2% | -44.0% |
| 5Y | -42.6% | +30.0% | -72.6% | -49.3% |
| 10Y | +235.3% | +132.7% | +102.6% | +135.7% |
| All | +14,587.7% | +11,379.1% | +3,208.5% | +3,810.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling