+20.3%
PSA vs WPM
+273.6%
-253.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.5% |
| 7D | -2.2% | +3.9% | -6.1% | -2.7% |
| 30D | -9.6% | +17.7% | -27.2% | -11.5% |
| 3M | -7.9% | +39.4% | -47.3% | -12.2% |
| 6M | -2.0% | +6.4% | -8.4% | -3.2% |
| YTD | +15.7% | +34.0% | -18.2% | +10.3% |
| 1Y | +5.8% | +50.5% | -44.7% | -1.1% |
| All | +20.3% | +273.6% | -253.3% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling