+164.6%
DOCN vs PSA
+56.7%
+108.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.4% |
| 7D | +1.1% | -3.7% | +4.8% | +2.9% |
| 30D | -9.6% | -7.7% | -1.9% | -6.3% |
| 3M | -37.7% | -0.6% | -37.1% | -38.8% |
| 6M | +115.2% | -0.9% | +116.1% | +110.0% |
| YTD | +133.7% | +18.7% | +115.1% | +103.0% |
| 1Y | +250.2% | +7.6% | +242.5% | +222.0% |
| 3Y | +320.3% | +23.7% | +296.6% | +233.9% |
| 5Y | +53.1% | +13.7% | +39.4% | +34.8% |
| All | +164.6% | +56.7% | +108.0% | +120.0% |
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