+54.7%
MMM vs PSA
+98.4%
-43.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.5% | -1.1% |
| 7D | -2.6% | -2.2% | -0.3% | -1.8% |
| 30D | -9.3% | -9.6% | +0.3% | -6.2% |
| 3M | +5.6% | -7.9% | +13.5% | +8.4% |
| 6M | +9.5% | -2.0% | +11.5% | +9.8% |
| YTD | +4.1% | +15.7% | -11.6% | -1.3% |
| 1Y | +9.4% | +5.8% | +3.6% | +6.6% |
| 3Y | +101.0% | +21.6% | +79.4% | +84.7% |
| 5Y | +26.1% | +13.1% | +13.0% | +16.9% |
| 10Y | +54.7% | +101.3% | -46.5% | +15.4% |
| All | +54.7% | +98.4% | -43.6% | +15.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling