+82.2%
UBER vs PSA
+82.1%
+0.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +1.0% | +0.1% |
| 7D | -3.9% | -3.7% | -0.2% | -2.7% |
| 30D | +11.1% | -7.7% | +18.9% | +14.2% |
| 3M | +4.9% | -0.6% | +5.5% | +5.1% |
| 6M | -1.2% | -0.9% | -0.2% | -1.1% |
| YTD | -7.3% | +18.7% | -25.9% | -13.1% |
| 1Y | -17.6% | +7.6% | -25.3% | -20.4% |
| 3Y | +61.1% | +23.7% | +37.4% | +45.4% |
| 5Y | +87.9% | +13.7% | +74.2% | +72.1% |
| All | +82.2% | +82.1% | +0.1% | +34.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling