+59.9%
DIA vs PSA
+24.4%
+35.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | -2.1% | -8.2% | +6.1% | 0.0% |
| 3M | +4.2% | -2.1% | +6.3% | +4.5% |
| 6M | +11.9% | -0.2% | +12.1% | +11.4% |
| YTD | +10.8% | +18.5% | -7.7% | +5.4% |
| 1Y | +17.5% | +6.6% | +10.9% | +14.7% |
| 3Y | +59.9% | +24.5% | +35.5% | +47.5% |
| All | +59.9% | +24.4% | +35.6% | +47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling