+54,250.4%
DHR vs PSA
+14,166.4%
+40,084.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.0% | -1.1% |
| 7D | -0.8% | -0.4% | -0.4% | -0.7% |
| 30D | +0.2% | -8.2% | +8.4% | +3.0% |
| 3M | +12.1% | -2.1% | +14.2% | +12.8% |
| 6M | +5.4% | -0.2% | +5.6% | +5.3% |
| YTD | -10.0% | +18.5% | -28.5% | -15.0% |
| 1Y | +4.1% | +6.6% | -2.5% | +1.5% |
| 3Y | -5.2% | +24.5% | -29.6% | -12.6% |
| 5Y | -28.2% | +13.6% | -41.8% | -32.3% |
| 10Y | +208.4% | +102.0% | +106.4% | +138.5% |
| All | +54,250.4% | +14,166.4% | +40,084.0% | +17,966.6% |
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