+29.3%
PSA vs HBM
+47.3%
-18.0%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.8% | +2.7% |
| 7D | +10.5% | -5.8% | +16.4% | +10.8% |
| 30D | +21.7% | -18.5% | +40.2% | +22.7% |
| 3M | +6.1% | -10.3% | +16.3% | +6.3% |
| 6M | +18.3% | +2.1% | +16.2% | +15.5% |
| YTD | +36.1% | +12.0% | +24.0% | +31.0% |
| 1Y | +29.3% | +49.8% | -20.4% | +22.2% |
| All | +29.3% | +47.3% | -18.0% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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