+137,274.1%
UNH vs PSA
+14,166.4%
+123,107.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.1% | +1.0% |
| 7D | +1.1% | -0.4% | +1.6% | +1.3% |
| 30D | -1.5% | -8.2% | +6.6% | +0.8% |
| 3M | -0.8% | -2.1% | +1.3% | -0.4% |
| 6M | +41.8% | -0.2% | +42.0% | +41.3% |
| YTD | +23.1% | +18.5% | +4.6% | +16.7% |
| 1Y | +28.5% | +6.6% | +21.9% | +25.5% |
| 3Y | -11.8% | +24.5% | -36.2% | -18.7% |
| 5Y | +5.3% | +13.6% | -8.2% | -1.4% |
| 10Y | +247.4% | +102.0% | +145.5% | +172.8% |
| All | +137,274.1% | +14,166.4% | +123,107.7% | +50,794.6% |
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