+7.4%
HAL vs PSA
+98.4%
-91.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.6% |
| 7D | -1.3% | -2.2% | +0.9% | -0.7% |
| 30D | +10.9% | -9.6% | +20.4% | +14.0% |
| 3M | -5.8% | -7.9% | +2.1% | -3.9% |
| 6M | +8.1% | -2.0% | +10.1% | +7.8% |
| YTD | +33.2% | +15.7% | +17.5% | +25.8% |
| 1Y | +74.2% | +5.8% | +68.4% | +68.9% |
| 3Y | -3.7% | +21.6% | -25.3% | -12.4% |
| 5Y | +111.9% | +13.1% | +98.8% | +95.5% |
| 10Y | +7.4% | +101.3% | -93.9% | -15.9% |
| All | +7.4% | +98.4% | -91.0% | -15.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling