+739.9%
MTZ vs PSA
+100.1%
+639.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.1% | +3.9% | +3.8% |
| 7D | +3.6% | -0.4% | +4.0% | +3.7% |
| 30D | -9.6% | -8.2% | -1.5% | -7.3% |
| 3M | -31.9% | -2.1% | -29.8% | -32.2% |
| 6M | -13.8% | -0.2% | -13.6% | -14.9% |
| YTD | +13.3% | +18.5% | -5.2% | +5.3% |
| 1Y | +39.3% | +6.6% | +32.7% | +33.9% |
| 3Y | +168.3% | +24.5% | +143.9% | +140.0% |
| 5Y | +166.4% | +13.6% | +152.8% | +141.2% |
| 10Y | +739.9% | +102.0% | +638.0% | +518.9% |
| All | +739.9% | +100.1% | +639.8% | +518.9% |
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