+247.6%
DIA vs PSA
+102.6%
+145.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.3% | +0.8% |
| 7D | -1.6% | -1.8% | +0.3% | -1.0% |
| 30D | -2.0% | -8.4% | +6.3% | +0.8% |
| 3M | +3.6% | -7.8% | +11.5% | +6.3% |
| 6M | +11.5% | +0.8% | +10.7% | +10.7% |
| YTD | +10.4% | +16.5% | -6.1% | +4.1% |
| 1Y | +15.6% | +4.7% | +10.9% | +12.8% |
| 3Y | +58.9% | +21.1% | +37.8% | +44.8% |
| 5Y | +65.3% | +14.2% | +51.2% | +51.2% |
| All | +247.6% | +102.6% | +145.0% | +152.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling