+125.0%
SU vs PSA
+22.3%
+102.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.2% |
| 7D | +2.2% | -1.8% | +4.1% | +2.3% |
| 30D | +8.4% | -8.4% | +16.8% | +8.9% |
| 3M | +12.1% | -7.8% | +19.9% | +12.4% |
| 6M | +19.7% | +0.8% | +18.9% | +19.3% |
| YTD | +58.4% | +16.5% | +41.9% | +54.6% |
| 1Y | +67.2% | +4.7% | +62.5% | +65.3% |
| 3Y | +125.0% | +21.1% | +104.0% | +113.3% |
| All | +125.0% | +22.3% | +102.8% | +113.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling