+15,875.7%
PSA vs TXT
+2,244.6%
+13,631.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.4% |
| 7D | +1.5% | -3.5% | +5.0% | +2.4% |
| 30D | +16.7% | +15.2% | +1.5% | +12.0% |
| 3M | +4.0% | -4.5% | +8.5% | +5.1% |
| 6M | +10.9% | -6.1% | +17.0% | +12.1% |
| YTD | +34.2% | -2.0% | +36.2% | +33.9% |
| 1Y | +26.6% | +4.2% | +22.4% | +24.3% |
| 3Y | +54.7% | +14.4% | +40.3% | +46.0% |
| 5Y | +30.0% | +12.3% | +17.7% | +21.6% |
| 10Y | +132.7% | +101.8% | +30.8% | +69.0% |
| All | +15,875.7% | +2,244.6% | +13,631.1% | +6,589.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling