+101.3%
PSA vs STT
+262.1%
-160.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -2.2% | +1.0% | -3.2% | -2.4% |
| 30D | -9.6% | +2.8% | -12.3% | -10.0% |
| 3M | -7.9% | +18.1% | -26.0% | -10.8% |
| 6M | -2.0% | +59.2% | -61.2% | -10.1% |
| YTD | +15.7% | +51.5% | -35.7% | +7.0% |
| 1Y | +5.8% | +75.7% | -69.9% | -5.0% |
| 3Y | +21.6% | +200.8% | -179.2% | -1.1% |
| 5Y | +13.1% | +155.8% | -142.7% | -7.6% |
| 10Y | +101.3% | +266.4% | -165.1% | +53.4% |
| All | +101.3% | +262.1% | -160.8% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded STT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling