+72.1%
HST vs PSA
+30.3%
+41.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.4% |
| 7D | -2.7% | +3.9% | -6.6% | -4.3% |
| 30D | +10.7% | +19.7% | -9.0% | +2.0% |
| 3M | +6.3% | +4.3% | +2.0% | +4.1% |
| 6M | +19.0% | +11.4% | +7.6% | +12.8% |
| YTD | +47.0% | +33.9% | +13.1% | +27.8% |
| 1Y | +53.4% | +28.3% | +25.2% | +35.9% |
| 3Y | +78.0% | +53.5% | +24.5% | +42.8% |
| All | +72.1% | +30.3% | +41.8% | +26.9% |
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