+61,756.5%
SU vs PSA
+14,166.4%
+47,590.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.9% |
| 7D | -1.0% | -0.4% | -0.5% | -0.8% |
| 30D | +13.7% | -8.2% | +21.8% | +17.5% |
| 3M | +8.0% | -2.1% | +10.2% | +8.5% |
| 6M | +21.0% | -0.2% | +21.2% | +19.5% |
| YTD | +56.2% | +18.5% | +37.8% | +43.5% |
| 1Y | +72.2% | +6.6% | +65.6% | +64.7% |
| 3Y | +118.1% | +24.5% | +93.6% | +90.3% |
| 5Y | +350.3% | +13.6% | +336.7% | +300.9% |
| 10Y | +248.5% | +102.0% | +146.5% | +130.3% |
| All | +61,756.5% | +14,166.4% | +47,590.1% | +3,198.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling