+134.1%
PSA vs DAR
+269.9%
-135.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.2% | -0.4% |
| 7D | +0.8% | -3.8% | +4.6% | +1.3% |
| 30D | +15.9% | -14.4% | +30.3% | +18.3% |
| 3M | +4.2% | -17.9% | +22.1% | +6.9% |
| 6M | +10.1% | -18.3% | +28.4% | +12.7% |
| YTD | +33.3% | +43.2% | -9.9% | +24.5% |
| 1Y | +28.2% | +57.7% | -29.5% | +17.8% |
| 3Y | +54.9% | +22.7% | +32.1% | +44.6% |
| 5Y | +28.3% | -34.0% | +62.4% | +29.6% |
| 10Y | +134.1% | +279.5% | -145.4% | +67.0% |
| All | +134.1% | +269.9% | -135.9% | +67.0% |
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