+29.3%
PSA vs SBAC
+2.4%
+26.9%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.8% | -3.0% | +1.3% |
| 7D | +10.5% | +5.8% | +4.7% | +9.0% |
| 30D | +21.7% | +20.8% | +0.9% | +16.0% |
| 3M | +6.1% | +4.8% | +1.3% | +4.6% |
| 6M | +18.3% | -9.1% | +27.5% | +20.6% |
| YTD | +36.1% | +3.1% | +33.0% | +36.7% |
| 1Y | +29.3% | +2.2% | +27.1% | +30.3% |
| All | +29.3% | +2.4% | +26.9% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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