+1,017.5%
MDB vs PSA
+95.1%
+922.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +1.8% |
| 7D | -4.5% | -2.2% | -2.3% | -3.5% |
| 30D | -14.0% | -9.6% | -4.4% | -9.9% |
| 3M | +5.3% | -7.9% | +13.2% | +9.3% |
| 6M | +31.9% | -2.0% | +33.9% | +31.7% |
| YTD | -14.6% | +15.7% | -30.4% | -21.8% |
| 1Y | +8.2% | +5.8% | +2.5% | +3.2% |
| 3Y | -5.0% | +21.6% | -26.6% | -18.1% |
| 5Y | -24.5% | +13.1% | -37.7% | -31.4% |
| All | +1,017.5% | +95.1% | +922.4% | +725.3% |
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