+6.3%
PSA vs TECH
+34.8%
-28.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -2.2% | -0.1% | -2.2% | -2.2% |
| 30D | -9.6% | +0.3% | -9.8% | -9.6% |
| 3M | -7.9% | +32.9% | -40.8% | -10.8% |
| 6M | -2.0% | +32.1% | -34.1% | -6.2% |
| YTD | +15.7% | +23.4% | -7.6% | +12.5% |
| All | +6.3% | +34.8% | -28.5% | +1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling