+13,676.9%
PSA vs TROW
+14,176.2%
-499.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.9% |
| 7D | -2.2% | -1.5% | -0.7% | -1.8% |
| 30D | -9.6% | -5.3% | -4.3% | -8.1% |
| 3M | -7.9% | +2.9% | -10.9% | -8.9% |
| 6M | -2.0% | +22.2% | -24.2% | -7.9% |
| YTD | +15.7% | +8.1% | +7.7% | +12.5% |
| 1Y | +5.8% | +5.8% | 0.0% | +3.3% |
| 3Y | +21.6% | +14.0% | +7.5% | +14.4% |
| 5Y | +13.1% | -38.3% | +51.4% | +23.9% |
| 10Y | +101.3% | +131.7% | -30.4% | +42.1% |
| All | +13,676.9% | +14,176.2% | -499.3% | +6,239.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 all: compounded portfolio wealth divided by compounded TROW 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…
all analysis · Full analysis span regression · 6 months rolling