+14,023.4%
PSA vs WEC
+3,978.4%
+10,045.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | -3.7% | -0.3% | -3.4% | -3.5% |
| 30D | -7.7% | -1.3% | -6.4% | -7.2% |
| 3M | -0.6% | -3.9% | +3.3% | +1.3% |
| 6M | -0.9% | -8.3% | +7.4% | +3.2% |
| YTD | +18.7% | +3.1% | +15.6% | +17.0% |
| 1Y | +7.6% | +1.9% | +5.7% | +6.6% |
| 3Y | +23.7% | +41.9% | -18.3% | +4.6% |
| 5Y | +13.7% | +30.8% | -17.1% | -0.4% |
| 10Y | +98.9% | +141.9% | -43.1% | +29.6% |
| All | +14,023.4% | +3,978.4% | +10,045.0% | +4,317.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling