+99.2%
PSA vs WU
-39.5%
+138.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | -3.6% | -5.0% | +1.3% | -2.5% |
| 30D | -9.4% | -2.3% | -7.1% | -8.9% |
| 3M | -8.2% | -3.2% | -5.0% | -8.5% |
| 6M | -1.8% | -25.0% | +23.2% | +4.2% |
| YTD | +15.7% | -21.7% | +37.4% | +21.2% |
| 1Y | +6.3% | -9.0% | +15.2% | +6.5% |
| 3Y | +21.6% | -28.9% | +50.4% | +28.6% |
| 5Y | +13.5% | -51.0% | +64.5% | +29.7% |
| All | +99.2% | -39.5% | +138.7% | +115.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling