+13.6%
PSA vs WING
-35.4%
+49.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.2% |
| 7D | -0.4% | -0.1% | -0.3% | -0.4% |
| 30D | -8.2% | -6.0% | -2.1% | -7.8% |
| 3M | -2.1% | -23.5% | +21.3% | 0.0% |
| 6M | -0.2% | -52.0% | +51.8% | +6.2% |
| YTD | +18.5% | -53.8% | +72.3% | +26.0% |
| 1Y | +6.6% | -63.8% | +70.4% | +15.7% |
| 3Y | +24.5% | -30.8% | +55.2% | +18.4% |
| 5Y | +13.6% | -34.3% | +47.9% | +0.6% |
| All | +13.6% | -35.4% | +49.0% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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