+125.6%
DAL vs PSA
+131.0%
-5.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.7% |
| 7D | +10.7% | +0.8% | +9.9% | +10.4% |
| 30D | +12.5% | +15.9% | -3.4% | +6.2% |
| 3M | +3.6% | +4.2% | -0.6% | +1.9% |
| 6M | +26.7% | +10.1% | +16.6% | +21.7% |
| YTD | +34.3% | +33.3% | +0.9% | +19.6% |
| 1Y | +59.1% | +28.2% | +30.9% | +43.8% |
| 3Y | +179.9% | +54.9% | +125.0% | +131.2% |
| 5Y | +119.1% | +28.3% | +90.8% | +91.0% |
| 10Y | +125.6% | +134.1% | -8.4% | +50.6% |
| All | +125.6% | +131.0% | -5.4% | +50.6% |
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