+14,023.4%
PSA vs WSM
+34,755.7%
-20,732.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.5% |
| 7D | -3.7% | -3.3% | -0.4% | -3.2% |
| 30D | -7.7% | -8.4% | +0.6% | -6.6% |
| 3M | -0.6% | +9.7% | -10.3% | -2.1% |
| 6M | -0.9% | +16.7% | -17.6% | -3.3% |
| YTD | +18.7% | +28.7% | -10.0% | +14.0% |
| 1Y | +7.6% | +13.7% | -6.0% | +5.1% |
| 3Y | +23.7% | +230.1% | -206.4% | +0.3% |
| 5Y | +13.7% | +179.0% | -165.3% | -7.9% |
| 10Y | +98.9% | +1,002.5% | -903.7% | +23.4% |
| All | +14,023.4% | +34,755.7% | -20,732.3% | +6,040.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling