+113.0%
DAL vs PSA
+26.8%
+86.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.7% | -4.5% | -4.9% |
| 7D | +1.4% | -2.1% | +3.5% | +2.3% |
| 30D | +9.1% | +15.6% | -6.5% | +2.8% |
| 3M | -3.5% | +4.1% | -7.6% | -5.1% |
| 6M | +23.4% | +9.2% | +14.2% | +18.7% |
| YTD | +26.0% | +32.3% | -6.3% | +12.0% |
| 1Y | +44.6% | +26.2% | +18.5% | +31.0% |
| 3Y | +162.7% | +53.7% | +109.0% | +114.6% |
| 5Y | +113.0% | +26.6% | +86.4% | +58.2% |
| All | +113.0% | +26.8% | +86.2% | +58.2% |
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