+138.5%
PSA vs DOC
+15.7%
+122.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.2% |
| 7D | +3.9% | +6.5% | -2.6% | +0.9% |
| 30D | +19.7% | +9.2% | +10.5% | +14.9% |
| 3M | +4.3% | -2.5% | +6.8% | +5.3% |
| 6M | +11.4% | +7.1% | +4.3% | +7.6% |
| YTD | +33.9% | +33.0% | +1.0% | +15.7% |
| 1Y | +28.3% | +23.3% | +5.0% | +14.7% |
| 3Y | +53.5% | +44.9% | +8.5% | +26.3% |
| 5Y | +30.6% | -21.6% | +52.2% | +40.6% |
| All | +138.5% | +15.7% | +122.8% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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