+26.3%
PSA vs WEC
+9.5%
+16.8%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.8% |
| 7D | -1.4% | +2.3% | -3.8% | -3.0% |
| 30D | +15.2% | +11.1% | +4.1% | +7.4% |
| 3M | +2.2% | +8.4% | -6.2% | -3.3% |
| 6M | +11.7% | +7.5% | +4.2% | +6.5% |
| YTD | +32.0% | +15.3% | +16.7% | +21.2% |
| 1Y | +26.3% | +9.7% | +16.5% | +18.2% |
| All | +26.3% | +9.5% | +16.8% | +18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling