+59.8%
DAL vs PSA
+27.1%
+32.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | +2.3% | -2.1% | +4.4% | +3.5% |
| 30D | +14.3% | +16.2% | -1.9% | +5.9% |
| 3M | +1.3% | +4.3% | -3.0% | -0.9% |
| 6M | +29.3% | +9.9% | +19.4% | +22.3% |
| YTD | +33.0% | +33.3% | -0.3% | +11.6% |
| 1Y | +59.8% | +25.8% | +34.0% | +42.7% |
| All | +59.8% | +27.1% | +32.8% | +42.7% |
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 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