+25.8%
PSA vs TMF
-26.6%
+52.4%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | -2.1% | -3.4% | +1.3% | -1.1% |
| 30D | +16.2% | +11.5% | +4.7% | +13.0% |
| 3M | +4.3% | -4.5% | +8.8% | +5.1% |
| 6M | +9.9% | -15.0% | +24.8% | +13.5% |
| YTD | +33.3% | -19.9% | +53.1% | +39.6% |
| 1Y | +25.8% | -26.6% | +52.4% | +34.9% |
| All | +25.8% | -26.6% | +52.4% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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