+52.7%
PSA vs HBM
+430.7%
-377.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.6% |
| 7D | -2.1% | +5.1% | -7.2% | -2.4% |
| 30D | +15.6% | -15.8% | +31.4% | +16.7% |
| 3M | +4.1% | -22.4% | +26.5% | +5.5% |
| 6M | +9.2% | -20.2% | +29.4% | +10.0% |
| YTD | +32.3% | +9.0% | +23.3% | +28.9% |
| 1Y | +26.2% | +27.4% | -1.2% | +21.3% |
| All | +52.7% | +430.7% | -377.9% | +13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling