+70.5%
DOCN vs PSA
+76.9%
-6.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +2.9% |
| 7D | -19.2% | +3.9% | -23.1% | -20.6% |
| 30D | -43.1% | +19.7% | -62.7% | -47.8% |
| 3M | -40.7% | +4.3% | -45.0% | -42.2% |
| 6M | -55.0% | +11.4% | -66.3% | -58.3% |
| YTD | +50.6% | +33.9% | +16.7% | +23.2% |
| 1Y | +54.0% | +28.3% | +25.7% | +28.9% |
| 3Y | +203.9% | +53.5% | +150.4% | +111.1% |
| 5Y | -29.4% | +30.6% | -60.0% | -40.4% |
| All | +70.5% | +76.9% | -6.3% | +33.5% |
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 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