+99.2%
PSA vs TECH
+189.8%
-90.6%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -3.6% | -0.5% | -3.1% | -3.6% |
| 30D | -9.4% | 0.0% | -9.4% | -9.4% |
| 3M | -8.2% | +37.4% | -45.6% | -13.8% |
| 6M | -1.8% | +36.9% | -38.7% | -8.7% |
| YTD | +15.7% | +23.1% | -7.3% | +9.7% |
| 1Y | +6.3% | +42.2% | -36.0% | -2.5% |
| 3Y | +21.6% | +1.9% | +19.6% | +16.4% |
| 5Y | +13.5% | -42.9% | +56.4% | +17.2% |
| All | +99.2% | +189.8% | -90.6% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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