+72.4%
UBER vs PSA
+78.8%
-6.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.4% |
| 7D | -5.4% | -1.8% | -3.6% | -4.8% |
| 30D | -4.9% | -8.4% | +3.5% | -2.0% |
| 3M | +3.0% | -7.8% | +10.9% | +5.9% |
| 6M | -4.4% | +0.8% | -5.2% | -4.9% |
| YTD | -12.3% | +16.5% | -28.8% | -17.3% |
| 1Y | -24.3% | +4.7% | -29.0% | -26.1% |
| 3Y | +46.4% | +21.1% | +25.4% | +33.2% |
| 5Y | +79.7% | +14.2% | +65.5% | +64.2% |
| All | +72.4% | +78.8% | -6.4% | +28.1% |
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