+888.5%
PSA vs WPM
+5,967.5%
-5,079.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -1.1% |
| 7D | -3.7% | +1.1% | -4.7% | -3.8% |
| 30D | -7.7% | +26.4% | -34.1% | -10.6% |
| 3M | -0.6% | +20.8% | -21.4% | -3.5% |
| 6M | -0.9% | +1.1% | -2.0% | -1.8% |
| YTD | +18.7% | +32.5% | -13.8% | +13.3% |
| 1Y | +7.6% | +51.5% | -43.9% | +0.8% |
| 3Y | +23.7% | +267.0% | -243.4% | +2.5% |
| 5Y | +13.7% | +250.1% | -236.5% | -6.2% |
| 10Y | +98.9% | +540.4% | -441.5% | +46.5% |
| All | +888.5% | +5,967.5% | -5,079.1% | +353.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling