+20.3%
PSA vs SPXU
-79.8%
+100.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -2.1% |
| 7D | -2.2% | +1.3% | -3.5% | -2.0% |
| 30D | -9.6% | +5.1% | -14.7% | -8.7% |
| 3M | -7.9% | -9.1% | +1.2% | -9.1% |
| 6M | -2.0% | -29.6% | +27.6% | -7.2% |
| YTD | +15.7% | -27.7% | +43.4% | +10.4% |
| 1Y | +5.8% | -37.0% | +42.7% | -1.2% |
| All | +20.3% | -79.8% | +100.1% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling