+3,047.2%
DELL vs PSA
+119.9%
+2,927.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.2% | -7.0% | -7.1% |
| 7D | +4.9% | -1.4% | +6.3% | +5.2% |
| 30D | -32.1% | +15.2% | -47.3% | -34.3% |
| 3M | -30.2% | +2.2% | -32.4% | -30.7% |
| 6M | +41.7% | +11.7% | +30.0% | +36.7% |
| YTD | +176.6% | +32.0% | +144.6% | +155.8% |
| 1Y | +159.9% | +26.3% | +133.7% | +143.1% |
| 3Y | +388.0% | +52.4% | +335.6% | +322.0% |
| 5Y | +578.2% | +26.3% | +551.9% | +515.6% |
| 10Y | +2,653.4% | +132.3% | +2,521.1% | +1,975.3% |
| All | +3,047.2% | +119.9% | +2,927.2% | +2,262.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling