+2,954.5%
DELL vs PSA
+122.2%
+2,832.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.8% | -3.3% |
| 7D | -18.1% | +0.8% | -18.9% | -18.3% |
| 30D | -42.9% | +15.9% | -58.8% | -44.8% |
| 3M | -26.9% | +4.2% | -31.1% | -27.7% |
| 6M | +28.8% | +10.1% | +18.6% | +24.7% |
| YTD | +168.4% | +33.3% | +135.1% | +147.8% |
| 1Y | +136.8% | +28.2% | +108.6% | +120.7% |
| 3Y | +375.3% | +54.9% | +320.5% | +309.4% |
| 5Y | +551.0% | +28.3% | +522.7% | +488.7% |
| 10Y | +2,566.3% | +134.1% | +2,432.3% | +1,905.2% |
| All | +2,954.5% | +122.2% | +2,832.3% | +2,187.7% |
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