+4,681.2%
DELL vs PSA
+97.7%
+4,583.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.8% |
| 7D | +14.9% | -3.7% | +18.6% | +15.8% |
| 30D | +13.3% | -7.7% | +21.0% | +15.2% |
| 3M | +24.4% | -0.6% | +25.0% | +23.7% |
| 6M | +258.0% | -0.9% | +258.9% | +255.2% |
| YTD | +320.2% | +18.7% | +301.5% | +298.7% |
| 1Y | +319.1% | +7.6% | +311.4% | +306.6% |
| 3Y | +706.5% | +23.7% | +682.9% | +637.8% |
| 5Y | +1,071.9% | +13.7% | +1,058.2% | +989.1% |
| 10Y | +4,683.5% | +98.9% | +4,584.6% | +3,583.1% |
| All | +4,681.2% | +97.7% | +4,583.6% | +3,581.1% |
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 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