+206.9%
PWR vs PSA
+21.5%
+185.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.5% |
| 7D | +2.7% | -2.2% | +4.9% | +3.0% |
| 30D | -5.1% | -9.6% | +4.4% | -3.5% |
| 3M | -9.4% | -7.9% | -1.5% | -8.6% |
| 6M | +10.4% | -2.0% | +12.4% | +9.2% |
| YTD | +48.6% | +15.7% | +32.9% | +41.5% |
| 1Y | +68.0% | +5.8% | +62.3% | +62.9% |
| All | +206.9% | +21.5% | +185.4% | +177.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling