+1,150.0%
URI vs PSA
+101.1%
+1,049.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.2% |
| 7D | -2.0% | -3.7% | +1.7% | -0.3% |
| 30D | -12.9% | -7.7% | -5.2% | -9.8% |
| 3M | -6.7% | -0.6% | -6.1% | -6.8% |
| 6M | +19.0% | -0.9% | +19.9% | +19.1% |
| YTD | +25.5% | +18.7% | +6.9% | +15.8% |
| 1Y | +5.5% | +7.6% | -2.1% | +1.6% |
| 3Y | +111.3% | +23.7% | +87.7% | +87.9% |
| 5Y | +198.6% | +13.7% | +184.9% | +172.2% |
| All | +1,150.0% | +101.1% | +1,049.0% | +790.7% |
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