+87.5%
UAL vs PSA
+139.7%
-52.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.4% |
| 7D | +8.2% | +3.9% | +4.2% | +6.6% |
| 30D | +2.3% | +19.7% | -17.3% | -4.9% |
| 3M | -12.7% | +4.3% | -16.9% | -14.2% |
| 6M | +12.7% | +11.4% | +1.3% | +7.6% |
| YTD | +0.8% | +33.9% | -33.1% | -10.4% |
| 1Y | +17.8% | +28.3% | -10.5% | +6.4% |
| 3Y | +206.7% | +53.5% | +153.2% | +154.3% |
| 5Y | +113.9% | +30.6% | +83.3% | +85.2% |
| All | +87.5% | +139.7% | -52.2% | +31.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling