+99.2%
PSA vs SBAC
+88.4%
+10.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.9% |
| 7D | -2.2% | +0.2% | -2.4% | -2.3% |
| 30D | -9.6% | +3.9% | -13.4% | -11.0% |
| 3M | -7.9% | -8.2% | +0.3% | -5.0% |
| 6M | -2.0% | -2.8% | +0.8% | -2.4% |
| YTD | +15.7% | -1.5% | +17.3% | +14.3% |
| 1Y | +5.8% | 0.0% | +5.7% | +3.6% |
| 3Y | +21.6% | -8.4% | +30.0% | +22.2% |
| 5Y | +13.1% | -43.5% | +56.7% | +37.7% |
| All | +99.2% | +88.4% | +10.8% | +76.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling