+101.3%
PSA vs CDW
+262.5%
-161.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.9% | -2.0% |
| 7D | -2.2% | -4.2% | +2.0% | -1.4% |
| 30D | -9.6% | +4.9% | -14.4% | -10.7% |
| 3M | -7.9% | +7.3% | -15.2% | -9.9% |
| 6M | -2.0% | +19.2% | -21.2% | -8.0% |
| YTD | +15.7% | +6.2% | +9.6% | +11.6% |
| 1Y | +5.8% | -14.0% | +19.8% | +7.2% |
| 3Y | +21.6% | -30.0% | +51.5% | +27.5% |
| 5Y | +13.1% | -23.6% | +36.7% | +14.2% |
| 10Y | +101.3% | +269.4% | -168.1% | +59.6% |
| All | +101.3% | +262.5% | -161.2% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CDW 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling