+13.1%
PSA vs WPM
+261.4%
-248.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.5% |
| 7D | -2.2% | +3.9% | -6.1% | -2.8% |
| 30D | -9.6% | +17.7% | -27.2% | -12.1% |
| 3M | -7.9% | +39.4% | -47.3% | -13.4% |
| 6M | -2.0% | +6.4% | -8.4% | -3.7% |
| YTD | +15.7% | +34.0% | -18.2% | +8.5% |
| 1Y | +5.8% | +50.5% | -44.7% | -3.3% |
| 3Y | +21.6% | +280.3% | -258.7% | -10.6% |
| 5Y | +13.1% | +266.3% | -253.2% | -17.4% |
| All | +13.1% | +261.4% | -248.2% | -17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling