+33.4%
UBER vs PSA
+54.3%
-20.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +1.6% | -1.4% | +3.0% | +2.0% |
| 30D | +0.6% | +15.2% | -14.6% | -3.2% |
| 3M | -8.2% | +2.2% | -10.4% | -8.8% |
| 6M | -6.7% | +11.7% | -18.4% | -9.5% |
| YTD | -14.7% | +32.0% | -46.7% | -21.2% |
| 1Y | -24.1% | +26.3% | -50.3% | -29.0% |
| 3Y | +33.4% | +52.4% | -19.0% | +10.9% |
| All | +33.4% | +54.3% | -20.9% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling