+25.3%
PSA vs WY
-31.4%
+56.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -1.1% |
| 7D | -1.4% | -0.8% | -0.6% | -1.1% |
| 30D | +15.2% | +10.1% | +5.1% | +9.6% |
| 3M | +2.2% | -15.4% | +17.6% | +10.6% |
| 6M | +11.7% | -8.3% | +20.0% | +15.6% |
| YTD | +32.0% | -9.8% | +41.8% | +37.4% |
| 1Y | +26.3% | -3.9% | +30.2% | +27.1% |
| 3Y | +52.4% | -23.3% | +75.7% | +70.5% |
| All | +25.3% | -31.4% | +56.7% | +46.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling