+80.2%
DOCN vs PSA
+26.4%
+53.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.1% | +9.7% | +9.6% |
| 7D | +3.7% | -2.1% | +5.8% | +2.5% |
| 30D | -33.7% | +16.2% | -49.9% | -28.0% |
| 3M | -27.9% | +4.3% | -32.2% | -25.7% |
| 6M | -46.4% | +9.9% | -56.3% | -43.8% |
| YTD | +81.1% | +33.3% | +47.8% | +84.4% |
| All | +80.2% | +26.4% | +53.8% | +82.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling