+110.1%
DELL vs PSA
+28.3%
+81.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -0.7% | -14.2% | -15.0% |
| 7D | -33.4% | +7.4% | -40.7% | -32.6% |
| 30D | -44.7% | +19.1% | -63.8% | -43.9% |
| 3M | -31.4% | +5.1% | -36.5% | -31.0% |
| 6M | +46.9% | +16.2% | +30.8% | +42.5% |
| YTD | +154.4% | +35.2% | +119.3% | +133.8% |
| 1Y | +110.1% | +27.1% | +83.0% | +100.1% |
| All | +110.1% | +28.3% | +81.8% | +100.1% |
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