+73.7%
HST vs PSA
+15.2%
+58.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +2.0% | -0.4% | +2.4% | +2.2% |
| 30D | -5.2% | -8.2% | +2.9% | -1.7% |
| 3M | -6.2% | -2.1% | -4.1% | -5.6% |
| 6M | +20.4% | -0.2% | +20.6% | +20.0% |
| YTD | +30.6% | +18.5% | +12.1% | +20.6% |
| 1Y | +37.4% | +6.6% | +30.8% | +32.5% |
| 3Y | +66.1% | +24.5% | +41.7% | +47.6% |
| 5Y | +73.7% | +13.6% | +60.1% | +55.9% |
| All | +73.7% | +15.2% | +58.5% | +55.9% |
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 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