+5,778.3%
MU vs PSA
+100.1%
+5,678.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | +7.2% | -0.4% | +7.6% | +7.2% |
| 30D | +14.0% | -8.2% | +22.1% | +16.3% |
| 3M | +5.4% | -2.1% | +7.5% | +5.0% |
| 6M | +170.3% | -0.2% | +170.5% | +167.1% |
| YTD | +250.7% | +18.5% | +232.2% | +229.2% |
| 1Y | +662.1% | +6.6% | +655.5% | +636.2% |
| 3Y | +1,341.2% | +24.5% | +1,316.8% | +1,209.0% |
| 5Y | +1,319.3% | +13.6% | +1,305.8% | +1,212.7% |
| 10Y | +5,778.3% | +102.0% | +5,676.3% | +4,443.8% |
| All | +5,778.3% | +100.1% | +5,678.2% | +4,443.8% |
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