+21.1%
PSA vs WCN
+18.4%
+2.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | -1.8% | -3.1% | +1.3% | -0.7% |
| 30D | -8.4% | -3.4% | -5.0% | -7.2% |
| 3M | -7.8% | +3.0% | -10.8% | -8.7% |
| 6M | +0.8% | -3.8% | +4.5% | +2.2% |
| YTD | +16.5% | -8.3% | +24.8% | +20.1% |
| 1Y | +4.7% | -9.7% | +14.5% | +8.6% |
| 3Y | +21.1% | +17.2% | +3.9% | +13.0% |
| All | +21.1% | +18.4% | +2.7% | +13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling