+130.4%
PSA vs WCC
+440.3%
-309.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.1% | +14.2% | -16.3% | -3.6% |
| 30D | +15.6% | -9.8% | +25.4% | +16.5% |
| 3M | +4.1% | -10.1% | +14.2% | +4.8% |
| 6M | +9.2% | -9.4% | +18.6% | +9.4% |
| YTD | +32.3% | +34.4% | -2.1% | +25.8% |
| 1Y | +26.2% | +23.3% | +2.9% | +21.1% |
| 3Y | +53.7% | +137.9% | -84.3% | +32.2% |
| 5Y | +26.6% | +144.0% | -117.4% | +6.1% |
| All | +130.4% | +440.3% | -309.9% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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