+25.8%
PSA vs SBAC
-2.9%
+28.7%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.7% | +0.1% |
| 7D | -2.1% | -2.8% | +0.7% | -1.4% |
| 30D | +16.2% | +3.1% | +13.1% | +15.2% |
| 3M | +4.3% | +5.1% | -0.8% | +2.9% |
| 6M | +9.9% | -11.4% | +21.3% | +12.7% |
| YTD | +33.3% | +0.2% | +33.1% | +34.7% |
| 1Y | +25.8% | -3.9% | +29.8% | +28.4% |
| All | +25.8% | -2.9% | +28.7% | +28.4% |
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