+7.4%
DHR vs PSA
+28.3%
-20.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.0% | -3.5% |
| 7D | -4.5% | +7.4% | -11.9% | -6.5% |
| 30D | +5.0% | +19.1% | -14.1% | -0.7% |
| 3M | +13.6% | +5.1% | +8.5% | +12.4% |
| 6M | +30.1% | +16.2% | +13.9% | +24.6% |
| YTD | -0.5% | +35.2% | -35.7% | -9.9% |
| 1Y | +7.4% | +27.1% | -19.7% | +0.1% |
| All | +7.4% | +28.3% | -20.9% | +0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling