+87.1%
DOCN vs PSA
+76.1%
+11.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.2% | +1.8% |
| 7D | -12.1% | +0.8% | -12.9% | -12.5% |
| 30D | -41.0% | +15.9% | -56.9% | -45.1% |
| 3M | -38.7% | +4.2% | -42.9% | -40.2% |
| 6M | -51.5% | +10.1% | -61.6% | -54.8% |
| YTD | +65.3% | +33.3% | +31.9% | +35.4% |
| 1Y | +53.9% | +28.2% | +25.7% | +28.8% |
| 3Y | +215.6% | +54.9% | +160.7% | +117.5% |
| 5Y | -26.2% | +28.3% | -54.5% | -37.6% |
| All | +87.1% | +76.1% | +11.1% | +46.7% |
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