+97.7%
DOCN vs PSA
+79.6%
+18.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.8% | -10.0% | -8.4% |
| 7D | -20.0% | +10.5% | -30.6% | -23.7% |
| 30D | -38.8% | +21.7% | -60.5% | -44.3% |
| 3M | -34.8% | +6.1% | -40.9% | -36.9% |
| 6M | -22.8% | +18.3% | -41.1% | -30.6% |
| YTD | +74.6% | +36.1% | +38.6% | +41.8% |
| 1Y | +116.4% | +29.3% | +87.1% | +80.9% |
| 3Y | +239.3% | +52.7% | +186.6% | +137.9% |
| 5Y | -20.2% | +28.8% | -49.0% | -33.3% |
| All | +97.7% | +79.6% | +18.1% | +53.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling