+25.3%
PSA vs WPM
+210.4%
-185.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.2% |
| 7D | -1.4% | -3.6% | +2.1% | -0.9% |
| 30D | +15.2% | +1.4% | +13.7% | +14.6% |
| 3M | +2.2% | -0.2% | +2.4% | +1.6% |
| 6M | +11.7% | -7.3% | +19.0% | +12.1% |
| YTD | +32.0% | +12.3% | +19.7% | +26.9% |
| 1Y | +26.3% | +24.9% | +1.4% | +18.9% |
| 3Y | +52.4% | +210.4% | -158.0% | +15.8% |
| All | +25.3% | +210.4% | -185.1% | -0.7% |
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