+14,004.3%
PSA vs WY
+676.8%
+13,327.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.3% |
| 7D | -0.4% | -2.1% | +1.6% | +0.3% |
| 30D | -8.2% | -10.5% | +2.3% | -4.8% |
| 3M | -2.1% | -4.9% | +2.7% | -0.7% |
| 6M | -0.2% | -4.9% | +4.7% | +1.3% |
| YTD | +18.5% | -1.7% | +20.2% | +18.8% |
| 1Y | +6.6% | -9.4% | +16.0% | +9.5% |
| 3Y | +24.5% | -22.3% | +46.8% | +34.0% |
| 5Y | +13.6% | -20.5% | +34.1% | +20.0% |
| 10Y | +102.0% | +4.9% | +97.0% | +79.2% |
| All | +14,004.3% | +676.8% | +13,327.4% | +7,823.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling