+26.2%
PSA vs WST
+49.0%
-22.8%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -2.1% | +4.9% | -7.0% | -3.0% |
| 30D | +15.6% | +10.7% | +4.9% | +13.2% |
| 3M | +4.1% | +16.8% | -12.8% | +0.7% |
| 6M | +9.2% | +32.0% | -22.8% | +2.3% |
| YTD | +32.3% | +49.9% | -17.6% | +21.0% |
| 1Y | +26.2% | +50.6% | -24.5% | +15.1% |
| All | +26.2% | +49.0% | -22.8% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling