+67.7%
USAR vs PSA
+21.5%
+46.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.1% | -3.0% |
| 7D | -4.4% | -2.2% | -2.2% | -4.0% |
| 30D | -10.4% | -9.6% | -0.8% | -8.8% |
| 3M | -18.4% | -7.9% | -10.5% | -17.6% |
| 6M | -8.8% | -2.0% | -6.8% | -10.6% |
| YTD | +43.4% | +15.7% | +27.6% | +35.9% |
| 1Y | +21.0% | +5.8% | +15.2% | +16.4% |
| All | +67.7% | +21.5% | +46.2% | +63.6% |
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 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