+74.9%
USAR vs PSA
+13.1%
+61.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.8% | -0.2% |
| 7D | -2.1% | -3.7% | +1.6% | -1.5% |
| 30D | +2.6% | -7.7% | +10.4% | +4.0% |
| 3M | -35.0% | -0.6% | -34.4% | -35.8% |
| 6M | -6.9% | -0.9% | -6.0% | -8.8% |
| YTD | +48.0% | +18.7% | +29.3% | +40.1% |
| 1Y | +24.8% | +7.6% | +17.2% | +19.7% |
| 3Y | +73.2% | +23.7% | +49.6% | +68.4% |
| All | +74.9% | +13.1% | +61.8% | +69.8% |
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