+35.0%
U vs PSA
+26.7%
+8.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.0% |
| 7D | +2.8% | -2.1% | +4.9% | +2.6% |
| 30D | +7.6% | +15.6% | -8.0% | +9.1% |
| 3M | +12.7% | +4.1% | +8.6% | +12.7% |
| 6M | +87.0% | +9.2% | +77.8% | +89.5% |
| YTD | +13.6% | +32.3% | -18.7% | +21.1% |
| All | +35.0% | +26.7% | +8.3% | +41.3% |
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 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