+7,210.0%
URI vs PSA
+3,591.6%
+3,618.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.6% |
| 7D | -9.8% | +3.9% | -13.7% | -11.9% |
| 30D | +1.7% | +19.7% | -17.9% | -8.5% |
| 3M | -9.1% | +4.3% | -13.3% | -11.6% |
| 6M | +9.9% | +11.4% | -1.5% | +2.3% |
| YTD | +31.2% | +33.9% | -2.7% | +9.6% |
| 1Y | +25.9% | +28.3% | -2.3% | +7.8% |
| 3Y | +147.4% | +53.5% | +93.9% | +86.1% |
| 5Y | +179.7% | +30.6% | +149.1% | +127.1% |
| 10Y | +1,419.5% | +145.8% | +1,273.8% | +690.4% |
| All | +7,210.0% | +3,591.6% | +3,618.4% | +587.4% |
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 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