+25.3%
PSA vs WCN
+48.0%
-22.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.4% | +2.6% | -4.0% | -2.6% |
| 30D | +15.2% | +23.9% | -8.8% | +4.5% |
| 3M | +2.2% | +17.4% | -15.2% | -5.0% |
| 6M | +11.7% | +28.0% | -16.3% | -0.3% |
| YTD | +32.0% | +11.6% | +20.5% | +24.9% |
| 1Y | +26.3% | +16.9% | +9.4% | +16.6% |
| 3Y | +52.4% | +51.6% | +0.8% | +20.9% |
| All | +25.3% | +48.0% | -22.7% | +1.0% |
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 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