+1.1%
TEL vs PSA
+7.3%
-6.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.9% | +0.1% |
| 7D | +3.0% | -3.7% | +6.6% | +4.2% |
| 30D | -3.9% | -7.7% | +3.8% | -1.3% |
| 3M | -5.1% | -0.6% | -4.5% | -5.6% |
| 6M | +0.6% | -0.9% | +1.5% | -1.4% |
| YTD | -7.3% | +18.7% | -26.0% | -10.9% |
| 1Y | +1.1% | +7.6% | -6.5% | -3.7% |
| All | +1.1% | +7.3% | -6.1% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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