+123.8%
STX vs PSA
+28.0%
+95.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.8% | -10.9% | -6.5% |
| 7D | -20.2% | +10.5% | -30.7% | -15.4% |
| 30D | -37.2% | +21.7% | -58.9% | -30.2% |
| 3M | -34.1% | +6.1% | -40.1% | -30.3% |
| 6M | -24.5% | +18.3% | -42.8% | -20.9% |
| YTD | +102.9% | +36.1% | +66.9% | +103.7% |
| 1Y | +123.8% | +29.3% | +94.5% | +119.4% |
| All | +123.8% | +28.0% | +95.8% | +119.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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