+1,055.3%
DELL vs PSA
+13.0%
+1,042.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -1.9% | -3.6% | +1.7% | -1.3% |
| 30D | +14.9% | -9.4% | +24.3% | +16.6% |
| 3M | +37.2% | -8.2% | +45.4% | +38.5% |
| 6M | +254.0% | -1.8% | +255.8% | +250.9% |
| YTD | +306.1% | +15.7% | +290.4% | +289.1% |
| 1Y | +312.3% | +6.3% | +306.0% | +301.2% |
| 3Y | +654.0% | +21.6% | +632.5% | +592.9% |
| 5Y | +1,055.3% | +13.5% | +1,041.9% | +1,024.4% |
| All | +1,055.3% | +13.0% | +1,042.3% | +1,024.4% |
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