+6.3%
PSA vs WPM
+44.1%
-37.8%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.7% | +3.7% | +0.4% |
| 7D | -3.6% | -3.6% | 0.0% | -3.3% |
| 30D | -9.4% | +12.5% | -21.9% | -10.7% |
| 3M | -8.2% | +40.6% | -48.8% | -12.3% |
| 6M | -1.8% | +0.5% | -2.4% | -1.9% |
| YTD | +15.7% | +29.0% | -13.3% | +12.2% |
| 1Y | +6.3% | +43.8% | -37.5% | +2.0% |
| All | +6.3% | +44.1% | -37.8% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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