+52.7%
PSA vs WU
-24.1%
+76.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.5% |
| 7D | -2.1% | -5.3% | +3.2% | -1.1% |
| 30D | +15.6% | +9.0% | +6.6% | +13.4% |
| 3M | +4.1% | -3.6% | +7.6% | +4.5% |
| 6M | +9.2% | -19.4% | +28.6% | +13.7% |
| YTD | +32.3% | -21.7% | +54.0% | +38.2% |
| 1Y | +26.2% | -16.1% | +42.3% | +29.0% |
| All | +52.7% | -24.1% | +76.8% | +62.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling