+168.1%
DAL vs PSA
+52.1%
+115.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.7% | -4.1% |
| 7D | +4.6% | +7.4% | -2.8% | +1.5% |
| 30D | +2.3% | +19.1% | -16.8% | -5.0% |
| 3M | -8.1% | +5.1% | -13.2% | -10.1% |
| 6M | +21.4% | +16.2% | +5.2% | +13.6% |
| YTD | +24.3% | +35.2% | -10.8% | +9.3% |
| 1Y | +47.4% | +27.1% | +20.2% | +32.6% |
| All | +168.1% | +52.1% | +115.9% | +110.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling