+16,011.1%
STX vs PSA
+2,162.7%
+13,848.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.6% | +6.8% |
| 7D | +2.4% | -3.7% | +6.0% | +3.9% |
| 30D | +1.4% | -7.7% | +9.1% | +4.6% |
| 3M | -8.2% | -0.6% | -7.6% | -9.4% |
| 6M | +127.0% | -0.9% | +127.9% | +124.1% |
| YTD | +209.1% | +18.7% | +190.5% | +182.2% |
| 1Y | +365.4% | +7.6% | +357.8% | +339.5% |
| 3Y | +1,135.4% | +23.7% | +1,111.7% | +977.5% |
| 5Y | +991.5% | +13.7% | +977.8% | +871.6% |
| 10Y | +3,695.8% | +98.9% | +3,597.0% | +2,443.7% |
| All | +16,011.1% | +2,162.7% | +13,848.4% | +3,480.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling