+15,648.0%
PSA vs MKC
+3,031.2%
+12,616.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.4% |
| 7D | -2.1% | -7.3% | +5.2% | -0.1% |
| 30D | +15.6% | +4.0% | +11.6% | +14.3% |
| 3M | +4.1% | -11.5% | +15.5% | +7.4% |
| 6M | +9.2% | +1.1% | +8.1% | +8.5% |
| YTD | +32.3% | -29.9% | +62.2% | +44.5% |
| 1Y | +26.2% | -27.0% | +53.2% | +36.2% |
| 3Y | +53.7% | -22.3% | +76.0% | +62.2% |
| 5Y | +26.6% | -36.0% | +62.6% | +39.5% |
| 10Y | +132.8% | +24.2% | +108.7% | +113.8% |
| All | +15,648.0% | +3,031.2% | +12,616.8% | +9,973.1% |
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