+59.3%
USAR vs PSKY
-30.5%
+89.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.6% | -7.5% | -6.0% |
| 7D | -9.3% | -6.0% | -3.3% | -9.2% |
| 30D | -15.2% | +10.7% | -25.8% | -15.3% |
| 3M | -21.1% | +1.2% | -22.3% | -21.2% |
| 6M | -21.6% | +1.5% | -23.1% | -21.5% |
| YTD | +34.8% | -21.8% | +56.6% | +34.9% |
| 1Y | +15.6% | -30.2% | +45.8% | +16.1% |
| 3Y | +57.7% | -20.1% | +77.8% | +60.5% |
| All | +59.3% | -30.5% | +89.8% | +62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 PSKY 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