+1,967.8%
STX vs PSA
+131.0%
+1,836.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | -17.3% | +0.8% | -18.0% | -17.5% |
| 30D | -35.9% | +15.9% | -51.8% | -38.7% |
| 3M | -37.3% | +4.2% | -41.5% | -38.3% |
| 6M | -35.8% | +10.1% | -45.9% | -38.6% |
| YTD | +82.7% | +33.3% | +49.4% | +63.1% |
| 1Y | +71.6% | +28.2% | +43.4% | +55.0% |
| 3Y | +635.3% | +54.9% | +580.4% | +504.0% |
| 5Y | +483.8% | +28.3% | +455.4% | +409.7% |
| 10Y | +1,967.8% | +134.1% | +1,833.7% | +1,336.9% |
| All | +1,967.8% | +131.0% | +1,836.7% | +1,336.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling