+36.8%
HST vs PSA
+4.9%
+31.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.8% |
| 7D | -0.3% | -2.2% | +1.9% | +0.5% |
| 30D | -2.8% | -9.6% | +6.8% | +1.1% |
| 3M | -6.5% | -7.9% | +1.4% | -3.5% |
| 6M | +20.7% | -2.0% | +22.7% | +20.4% |
| YTD | +30.5% | +15.7% | +14.7% | +23.3% |
| 1Y | +36.8% | +5.8% | +31.0% | +30.5% |
| All | +36.8% | +4.9% | +31.9% | +30.5% |
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 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