+14,004.3%
PSA vs MKC
+3,364.7%
+10,639.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -0.4% | -4.3% | +3.9% | +0.8% |
| 30D | -8.2% | -2.0% | -6.2% | -7.7% |
| 3M | -2.1% | +10.0% | -12.1% | -4.9% |
| 6M | -0.2% | -18.5% | +18.3% | +5.1% |
| YTD | +18.5% | -22.4% | +40.9% | +26.1% |
| 1Y | +6.6% | -23.6% | +30.2% | +13.8% |
| 3Y | +24.5% | -30.4% | +54.9% | +35.2% |
| 5Y | +13.6% | -34.2% | +47.8% | +24.3% |
| 10Y | +102.0% | +26.8% | +75.1% | +84.2% |
| All | +14,004.3% | +3,364.7% | +10,639.5% | +8,688.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling