+1,134.0%
MPC vs PSA
+100.1%
+1,034.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | +3.9% | -0.4% | +4.3% | +4.0% |
| 30D | +33.8% | -8.2% | +41.9% | +37.2% |
| 3M | +49.9% | -2.1% | +52.0% | +50.2% |
| 6M | +80.9% | -0.2% | +81.1% | +79.1% |
| YTD | +147.4% | +18.5% | +128.9% | +130.5% |
| 1Y | +123.2% | +6.6% | +116.6% | +115.3% |
| 3Y | +171.7% | +24.5% | +147.3% | +142.5% |
| 5Y | +678.6% | +13.6% | +665.0% | +602.8% |
| 10Y | +1,134.0% | +102.0% | +1,032.1% | +738.0% |
| All | +1,134.0% | +100.1% | +1,034.0% | +738.0% |
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