+1,144.9%
STX vs PSA
+15.2%
+1,129.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.1% | +6.6% | +6.5% |
| 7D | +10.7% | -0.4% | +11.2% | +10.8% |
| 30D | +11.3% | -8.2% | +19.4% | +13.3% |
| 3M | +3.2% | -2.1% | +5.4% | +2.4% |
| 6M | +157.0% | -0.2% | +157.2% | +152.5% |
| YTD | +229.2% | +18.5% | +210.7% | +205.3% |
| 1Y | +381.8% | +6.6% | +375.3% | +359.8% |
| 3Y | +1,383.2% | +24.5% | +1,358.7% | +1,202.4% |
| 5Y | +1,144.9% | +13.6% | +1,131.3% | +1,012.7% |
| All | +1,144.9% | +15.2% | +1,129.7% | +1,012.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling