+0.5%
HON vs PSA
+7.3%
-6.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.4% |
| 7D | -3.6% | -3.7% | +0.1% | -2.3% |
| 30D | -15.3% | -7.7% | -7.5% | -12.8% |
| 3M | -7.9% | -0.6% | -7.3% | -8.2% |
| 6M | -18.1% | -0.9% | -17.1% | -18.8% |
| YTD | +3.8% | +18.7% | -14.8% | -3.3% |
| 1Y | +0.5% | +7.6% | -7.2% | -6.9% |
| All | +0.5% | +7.3% | -6.8% | -6.9% |
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 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