+7,994.2%
PSA vs DAR
+1,400.9%
+6,593.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.7% | -4.5% | -0.1% |
| 7D | +1.5% | -2.8% | +4.2% | +1.6% |
| 30D | +16.7% | -12.8% | +29.5% | +17.6% |
| 3M | +4.0% | -11.6% | +15.6% | +4.7% |
| 6M | +10.9% | -16.8% | +27.6% | +11.9% |
| YTD | +34.2% | +45.9% | -11.7% | +30.4% |
| 1Y | +26.6% | +61.5% | -34.8% | +22.2% |
| 3Y | +54.7% | +23.0% | +31.8% | +50.6% |
| 5Y | +30.0% | -35.8% | +65.9% | +30.9% |
| 10Y | +132.7% | +280.4% | -147.7% | +107.2% |
| All | +7,994.2% | +1,400.9% | +6,593.3% | +7,023.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling