+32.4%
PWR vs PSA
+28.0%
+4.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +2.8% | -14.5% | -11.4% |
| 7D | -4.4% | +10.5% | -14.9% | -3.7% |
| 30D | -15.1% | +21.7% | -36.8% | -14.4% |
| 3M | -16.2% | +6.1% | -22.3% | -15.6% |
| 6M | -23.3% | +18.3% | -41.7% | -25.8% |
| YTD | +37.6% | +36.1% | +1.6% | +30.5% |
| 1Y | +32.4% | +29.3% | +3.1% | +27.3% |
| All | +32.4% | +28.0% | +4.4% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 1y: compounded portfolio wealth divided by compounded PSA 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…
1y analysis · Full analysis span regression · 6 months rolling