+74.2%
HAL vs PSA
+4.9%
+69.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +0.7% |
| 7D | -1.3% | -2.2% | +0.9% | -1.5% |
| 30D | +10.9% | -9.6% | +20.4% | +10.2% |
| 3M | -5.8% | -7.9% | +2.1% | -6.5% |
| 6M | +8.1% | -2.0% | +10.1% | +8.6% |
| YTD | +33.2% | +15.7% | +17.5% | +28.8% |
| 1Y | +74.2% | +5.8% | +68.4% | +61.6% |
| All | +74.2% | +4.9% | +69.3% | +61.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling