+2,910.9%
PSA vs WCC
+1,713.7%
+1,197.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.1% | -1.9% |
| 7D | -3.7% | +4.5% | -8.1% | -4.5% |
| 30D | -7.7% | -5.8% | -1.9% | -6.9% |
| 3M | -0.6% | -3.7% | +3.1% | -0.7% |
| 6M | -0.9% | +23.1% | -24.0% | -5.8% |
| YTD | +18.7% | +44.2% | -25.5% | +9.2% |
| 1Y | +7.6% | +62.1% | -54.5% | -3.6% |
| 3Y | +23.7% | +121.1% | -97.5% | +0.4% |
| 5Y | +13.7% | +214.0% | -200.3% | -16.8% |
| 10Y | +98.9% | +472.8% | -373.9% | +16.3% |
| All | +2,910.9% | +1,713.7% | +1,197.2% | +1,196.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling