+43.4%
MMM vs PSA
+26.3%
+17.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | -0.4% | -1.4% | +1.1% | +0.1% |
| 30D | +12.1% | +15.2% | -3.0% | +6.7% |
| 3M | +1.4% | +2.2% | -0.8% | +0.6% |
| 6M | +26.6% | +11.7% | +14.9% | +21.4% |
| YTD | +16.8% | +32.0% | -15.2% | +5.4% |
| 1Y | +10.1% | +26.3% | -16.2% | +0.8% |
| 3Y | +158.4% | +52.4% | +106.1% | +118.7% |
| All | +43.4% | +26.3% | +17.1% | +29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling