-17.4%
HAL vs PSA
+133.1%
-150.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +2.6% | -2.1% | +4.7% | +3.3% |
| 30D | -0.1% | +15.6% | -15.7% | -4.3% |
| 3M | -1.1% | +4.1% | -5.2% | -2.5% |
| 6M | -20.7% | +9.2% | -29.9% | -23.2% |
| YTD | +17.5% | +32.3% | -14.8% | +6.5% |
| 1Y | +24.1% | +26.2% | -2.0% | +14.2% |
| 3Y | -8.4% | +53.7% | -62.1% | -22.8% |
| 5Y | +53.2% | +26.6% | +26.7% | +36.5% |
| All | -17.4% | +133.1% | -150.5% | -38.5% |
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