+101.3%
PSA vs DAR
+364.6%
-263.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.4% |
| 7D | -2.2% | -0.2% | -2.1% | -2.2% |
| 30D | -9.6% | +7.4% | -17.0% | -10.6% |
| 3M | -7.9% | +15.7% | -23.6% | -10.3% |
| 6M | -2.0% | +30.0% | -32.0% | -6.5% |
| YTD | +15.7% | +87.5% | -71.8% | +4.0% |
| 1Y | +5.8% | +113.4% | -107.6% | -7.2% |
| 3Y | +21.6% | +15.3% | +6.3% | +15.1% |
| 5Y | +13.1% | -4.3% | +17.5% | +8.2% |
| 10Y | +101.3% | +380.2% | -278.9% | +35.6% |
| All | +101.3% | +364.6% | -263.4% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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