+13.1%
PSA vs WSM
+182.5%
-169.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -2.2% | +2.6% | -4.8% | -2.6% |
| 30D | -9.6% | -9.3% | -0.3% | -8.3% |
| 3M | -7.9% | +7.1% | -15.0% | -9.0% |
| 6M | -2.0% | +21.7% | -23.7% | -5.0% |
| YTD | +15.7% | +28.7% | -13.0% | +11.2% |
| 1Y | +5.8% | +13.9% | -8.1% | +3.2% |
| 3Y | +21.6% | +232.2% | -210.6% | -2.0% |
| 5Y | +13.1% | +176.4% | -163.3% | -11.7% |
| All | +13.1% | +182.5% | -169.4% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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