+75.4%
USAR vs PSA
+13.0%
+62.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +2.3% | -0.4% | +2.7% | +2.4% |
| 30D | -8.6% | -8.2% | -0.5% | -7.3% |
| 3M | -20.5% | -2.1% | -18.3% | -21.0% |
| 6M | +1.2% | -0.2% | +1.4% | -1.0% |
| YTD | +48.4% | +18.5% | +29.9% | +40.5% |
| 1Y | +30.6% | +6.6% | +24.0% | +25.3% |
| 3Y | +73.6% | +24.5% | +49.2% | +68.8% |
| All | +75.4% | +13.0% | +62.4% | +70.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling