+67.6%
UBER vs PSA
+102.6%
-35.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +1.6% | -1.4% | +3.0% | +2.1% |
| 30D | +0.6% | +15.2% | -14.6% | -4.2% |
| 3M | -8.2% | +2.2% | -10.4% | -8.9% |
| 6M | -6.7% | +11.7% | -18.4% | -10.3% |
| YTD | -14.7% | +32.0% | -46.7% | -23.0% |
| 1Y | -24.1% | +26.3% | -50.3% | -30.4% |
| 3Y | +33.4% | +52.4% | -19.0% | +11.8% |
| 5Y | +54.5% | +26.3% | +28.2% | +36.9% |
| All | +67.6% | +102.6% | -35.0% | +19.4% |
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