+6.6%
PSA vs IWD
+28.8%
-22.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.7% |
| 7D | -0.4% | -0.2% | -0.3% | -0.2% |
| 30D | -8.2% | -0.8% | -7.4% | -7.4% |
| 3M | -2.1% | +8.0% | -10.2% | -9.6% |
| 6M | -0.2% | +18.2% | -18.4% | -16.4% |
| YTD | +18.5% | +22.3% | -3.8% | -3.6% |
| 1Y | +6.6% | +28.9% | -22.3% | -18.3% |
| All | +6.6% | +28.8% | -22.2% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling