+100.5%
PSA vs TRMB
+121.9%
-21.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.4% |
| 7D | -1.8% | -3.0% | +1.2% | -1.3% |
| 30D | -8.4% | +2.3% | -10.7% | -8.8% |
| 3M | -7.8% | +15.3% | -23.2% | -10.4% |
| 6M | +0.8% | -14.7% | +15.5% | +3.4% |
| YTD | +16.5% | -26.4% | +42.9% | +22.6% |
| 1Y | +4.7% | -30.4% | +35.1% | +11.1% |
| 3Y | +21.1% | +13.5% | +7.5% | +15.0% |
| 5Y | +14.2% | -38.6% | +52.8% | +18.4% |
| All | +100.5% | +121.9% | -21.4% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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