+100.5%
PSA vs WCN
+235.9%
-135.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | -1.8% | -3.1% | +1.3% | -0.3% |
| 30D | -8.4% | -3.4% | -5.0% | -6.8% |
| 3M | -7.8% | +3.0% | -10.8% | -9.2% |
| 6M | +0.8% | -3.8% | +4.5% | +2.2% |
| YTD | +16.5% | -8.3% | +24.8% | +20.5% |
| 1Y | +4.7% | -9.7% | +14.5% | +9.0% |
| 3Y | +21.1% | +17.2% | +3.9% | +8.8% |
| 5Y | +14.2% | +25.3% | -11.1% | -1.7% |
| All | +100.5% | +235.9% | -135.4% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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