-40.9%
TSCO vs PSA
+7.3%
-48.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.6% |
| 7D | +0.8% | -3.7% | +4.4% | +2.3% |
| 30D | +5.5% | -7.7% | +13.2% | +8.9% |
| 3M | +20.0% | -0.6% | +20.6% | +20.6% |
| 6M | -29.8% | -0.9% | -28.9% | -29.4% |
| YTD | -28.7% | +18.7% | -47.3% | -32.7% |
| 1Y | -40.9% | +7.6% | -48.5% | -43.2% |
| All | -40.9% | +7.3% | -48.2% | -43.2% |
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