+6.3%
PSA vs TXT
-0.5%
+6.8%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.8% | -2.5% |
| 7D | -2.2% | +0.8% | -3.1% | -2.5% |
| 30D | -9.6% | -10.4% | +0.9% | -6.5% |
| 3M | -7.9% | -14.3% | +6.4% | -3.8% |
| 6M | -2.0% | -15.1% | +13.1% | +2.3% |
| YTD | +15.7% | -8.3% | +24.1% | +17.3% |
| All | +6.3% | -0.5% | +6.8% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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