+147.4%
URI vs PSA
+50.8%
+96.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.5% |
| 7D | -9.8% | +3.9% | -13.7% | -11.4% |
| 30D | +1.7% | +19.7% | -17.9% | -6.3% |
| 3M | -9.1% | +4.3% | -13.3% | -11.0% |
| 6M | +9.9% | +11.4% | -1.5% | +3.9% |
| YTD | +31.2% | +33.9% | -2.7% | +14.2% |
| 1Y | +25.9% | +28.3% | -2.3% | +11.6% |
| 3Y | +147.4% | +53.5% | +93.9% | +86.4% |
| All | +147.4% | +50.8% | +96.6% | +86.4% |
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 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