+13.6%
PSA vs URA
+131.0%
-117.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.3% | -0.4% |
| 7D | -0.4% | +8.1% | -8.5% | -1.1% |
| 30D | -8.2% | +5.8% | -13.9% | -8.7% |
| 3M | -2.1% | +3.4% | -5.6% | -2.7% |
| 6M | -0.2% | -2.6% | +2.4% | -0.4% |
| YTD | +18.5% | +11.2% | +7.3% | +16.4% |
| 1Y | +6.6% | +19.8% | -13.3% | +3.3% |
| 3Y | +24.5% | +121.5% | -97.0% | +8.8% |
| 5Y | +13.6% | +134.5% | -120.9% | -3.9% |
| All | +13.6% | +131.0% | -117.4% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 5y: compounded portfolio wealth divided by compounded URA 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…
5y analysis · Full analysis span regression · 6 months rolling