+100.5%
PSA vs TRU
+147.2%
-46.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.3% | +0.4% |
| 7D | -1.8% | -2.7% | +0.9% | -1.2% |
| 30D | -8.4% | -2.0% | -6.3% | -8.0% |
| 3M | -7.8% | +18.4% | -26.3% | -11.8% |
| 6M | +0.8% | +8.9% | -8.1% | -1.9% |
| YTD | +16.5% | -8.9% | +25.4% | +17.6% |
| 1Y | +4.7% | -15.9% | +20.6% | +7.4% |
| 3Y | +21.1% | -1.1% | +22.1% | +14.6% |
| 5Y | +14.2% | -35.2% | +49.4% | +16.9% |
| All | +100.5% | +147.2% | -46.7% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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