+21.1%
PSA vs WTW
+61.9%
-40.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | -1.8% | -5.7% | +3.9% | -0.8% |
| 30D | -8.4% | -7.3% | -1.1% | -7.1% |
| 3M | -7.8% | +21.5% | -29.3% | -11.1% |
| 6M | +0.8% | +9.6% | -8.8% | -1.3% |
| YTD | +16.5% | -3.3% | +19.8% | +17.2% |
| 1Y | +4.7% | -6.1% | +10.8% | +6.0% |
| 3Y | +21.1% | +61.8% | -40.8% | +11.2% |
| All | +21.1% | +61.9% | -40.8% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 3y: compounded portfolio wealth divided by compounded WTW 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…
3y analysis · Full analysis span regression · 6 months rolling