+129.9%
PSA vs WEC
+197.9%
-68.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.7% |
| 7D | -1.4% | +2.3% | -3.8% | -2.7% |
| 30D | +15.2% | +11.1% | +4.1% | +8.6% |
| 3M | +2.2% | +8.4% | -6.2% | -2.4% |
| 6M | +11.7% | +7.5% | +4.2% | +7.2% |
| YTD | +32.0% | +15.3% | +16.7% | +21.9% |
| 1Y | +26.3% | +9.7% | +16.5% | +19.7% |
| 3Y | +52.4% | +64.7% | -12.3% | +15.5% |
| 5Y | +26.3% | +57.3% | -31.0% | -2.0% |
| All | +129.9% | +197.9% | -68.0% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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