+26.6%
PSA vs TRMB
-31.5%
+58.1%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.6% |
| 7D | -2.1% | +4.1% | -6.2% | -2.5% |
| 30D | +15.6% | -7.0% | +22.6% | +15.4% |
| 3M | +4.1% | -0.9% | +5.0% | +2.8% |
| 6M | +9.2% | -1.2% | +10.4% | +7.3% |
| YTD | +32.3% | -28.7% | +61.1% | +36.3% |
| All | +26.6% | -31.5% | +58.1% | +29.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling