+4,271.9%
MU vs PSA
+140.2%
+4,131.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.0% | +6.2% |
| 7D | -12.0% | +1.5% | -13.5% | -12.4% |
| 30D | -28.7% | +16.7% | -45.4% | -31.4% |
| 3M | -16.4% | +4.0% | -20.5% | -17.4% |
| 6M | -1.8% | +10.9% | -12.7% | -5.3% |
| YTD | +157.1% | +34.2% | +122.8% | +133.8% |
| 1Y | +208.5% | +26.6% | +181.9% | +184.7% |
| 3Y | +906.2% | +54.7% | +851.4% | +760.9% |
| 5Y | +893.4% | +30.0% | +863.4% | +788.2% |
| 10Y | +4,271.9% | +132.7% | +4,139.2% | +3,138.0% |
| All | +4,271.9% | +140.2% | +4,131.7% | +3,138.0% |
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