+13.6%
PSA vs DAR
-8.5%
+22.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.1% | -0.6% |
| 7D | -0.4% | -0.9% | +0.5% | -0.3% |
| 30D | -8.2% | +13.0% | -21.1% | -9.9% |
| 3M | -2.1% | +15.0% | -17.1% | -4.5% |
| 6M | -0.2% | +26.8% | -27.0% | -4.4% |
| YTD | +18.5% | +86.4% | -67.9% | +6.5% |
| 1Y | +6.6% | +115.1% | -108.5% | -6.7% |
| 3Y | +24.5% | +14.6% | +9.8% | +18.4% |
| 5Y | +13.6% | -8.8% | +22.4% | +9.8% |
| All | +13.6% | -8.5% | +22.1% | +9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling