+4.7%
PSA vs TD
+60.9%
-56.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | +0.4% |
| 7D | -1.8% | -0.5% | -1.3% | -1.7% |
| 30D | -8.4% | -1.9% | -6.5% | -7.8% |
| 3M | -7.8% | +4.8% | -12.6% | -10.0% |
| 6M | +0.8% | +28.0% | -27.2% | -9.0% |
| YTD | +16.5% | +30.3% | -13.8% | +4.8% |
| 1Y | +4.7% | +59.8% | -55.1% | -8.9% |
| All | +4.7% | +60.9% | -56.2% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 1y: compounded portfolio wealth divided by compounded TD 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…
1y analysis · Full analysis span regression · 6 months rolling