+770.4%
PSA vs SPXU
-100.0%
+870.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -0.9% |
| 7D | -3.7% | -0.1% | -3.6% | -3.7% |
| 30D | -7.7% | +0.8% | -8.6% | -7.5% |
| 3M | -0.6% | -4.7% | +4.1% | -1.4% |
| 6M | -0.9% | -29.6% | +28.7% | -7.8% |
| YTD | +18.7% | -29.9% | +48.5% | +10.6% |
| 1Y | +7.6% | -39.1% | +46.7% | -2.5% |
| 3Y | +23.7% | -80.0% | +103.7% | -9.0% |
| 5Y | +13.7% | -86.0% | +99.7% | -15.2% |
| 10Y | +98.9% | -99.5% | +198.4% | -24.8% |
| All | +770.4% | -100.0% | +870.4% | -2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling