+13.5%
PSA vs WCN
+25.5%
-12.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.5% |
| 7D | -3.6% | -4.4% | +0.8% | -1.6% |
| 30D | -9.4% | -4.4% | -4.9% | -7.5% |
| 3M | -8.2% | +0.5% | -8.7% | -8.5% |
| 6M | -1.8% | -3.3% | +1.4% | -0.7% |
| YTD | +15.7% | -8.5% | +24.2% | +19.9% |
| 1Y | +6.3% | -8.9% | +15.2% | +10.2% |
| 3Y | +21.6% | +18.0% | +3.5% | +8.3% |
| 5Y | +13.5% | +25.0% | -11.6% | -3.1% |
| All | +13.5% | +25.5% | -12.0% | -3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling