+61,491.1%
DHR vs PSA
+15,829.0%
+45,662.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | +2.6% | -2.1% | +4.7% | +3.3% |
| 30D | +4.2% | +15.6% | -11.4% | -0.7% |
| 3M | +13.0% | +4.1% | +8.9% | +11.3% |
| 6M | +40.2% | +9.2% | +31.0% | +36.0% |
| YTD | +2.0% | +32.3% | -30.3% | -7.2% |
| 1Y | +6.6% | +26.2% | -19.6% | -1.6% |
| 3Y | +19.9% | +53.7% | -33.7% | +3.2% |
| 5Y | -11.7% | +26.6% | -38.3% | -19.7% |
| 10Y | +240.6% | +132.8% | +107.7% | +151.7% |
| All | +61,491.1% | +15,829.0% | +45,662.0% | +19,621.4% |
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 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