+595.7%
HAL vs PSA
+14,185.8%
-13,590.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | +2.9% | -3.7% | +6.6% | +4.2% |
| 30D | +17.0% | -7.7% | +24.8% | +20.0% |
| 3M | -9.7% | -0.6% | -9.0% | -9.8% |
| 6M | +8.6% | -0.9% | +9.5% | +7.9% |
| YTD | +33.0% | +18.7% | +14.3% | +24.2% |
| 1Y | +68.3% | +7.6% | +60.7% | +62.1% |
| 3Y | +0.1% | +23.7% | -23.5% | -9.4% |
| 5Y | +102.6% | +13.7% | +89.0% | +86.5% |
| 10Y | +3.8% | +98.9% | -95.0% | -23.2% |
| All | +595.7% | +14,185.8% | -13,590.0% | +173.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling