+4,404.4%
DELL vs PSA
+102.6%
+4,301.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.6% | +11.3% | +11.8% |
| 7D | +8.2% | -1.8% | +10.1% | +8.7% |
| 30D | +17.1% | -8.4% | +25.5% | +19.3% |
| 3M | +45.2% | -7.8% | +53.0% | +47.1% |
| 6M | +286.8% | +0.8% | +286.0% | +281.7% |
| YTD | +354.8% | +16.5% | +338.3% | +333.1% |
| 1Y | +358.3% | +4.7% | +353.6% | +347.5% |
| 3Y | +724.9% | +21.1% | +703.8% | +657.9% |
| 5Y | +1,193.7% | +14.2% | +1,179.5% | +1,098.3% |
| All | +4,404.4% | +102.6% | +4,301.9% | +3,342.0% |
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