+40.1%
HAL vs PSA
+30.6%
+9.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -7.9% | +1.5% | -9.4% | -8.3% |
| 30D | -2.1% | +16.7% | -18.7% | -6.3% |
| 3M | +0.4% | +4.0% | -3.6% | -0.9% |
| 6M | -19.2% | +10.9% | -30.1% | -22.0% |
| YTD | +14.4% | +34.2% | -19.9% | +2.8% |
| 1Y | +18.0% | +26.6% | -8.7% | +8.2% |
| 3Y | -9.7% | +54.7% | -64.4% | -26.1% |
| 5Y | +40.1% | +30.0% | +10.1% | +8.7% |
| All | +40.1% | +30.6% | +9.6% | +8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling