+20.3%
PSA vs WY
-23.0%
+43.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.1% |
| 7D | -2.2% | -1.7% | -0.5% | -1.4% |
| 30D | -9.6% | -9.9% | +0.3% | -4.5% |
| 3M | -7.9% | -7.5% | -0.4% | -4.4% |
| 6M | -2.0% | -5.1% | +3.1% | +0.2% |
| YTD | +15.7% | -2.1% | +17.8% | +16.0% |
| 1Y | +5.8% | -7.3% | +13.1% | +9.1% |
| All | +20.3% | -23.0% | +43.3% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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