+42.1%
U vs PSA
+26.5%
+15.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.5% | +5.2% |
| 7D | +2.6% | -1.4% | +4.0% | +2.4% |
| 30D | +27.6% | +15.2% | +12.4% | +29.3% |
| 3M | +15.3% | +2.2% | +13.1% | +15.0% |
| 6M | +96.4% | +11.7% | +84.7% | +99.8% |
| YTD | +19.6% | +32.0% | -12.5% | +27.4% |
| 1Y | +42.1% | +26.3% | +15.8% | +48.7% |
| All | +42.1% | +26.5% | +15.7% | +48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling