+414.6%
PWR vs PSA
+26.5%
+388.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | +19.1% | -2.1% | +21.2% | +19.8% |
| 30D | -12.0% | +15.6% | -27.6% | -16.0% |
| 3M | -10.6% | +4.1% | -14.7% | -11.9% |
| 6M | -20.8% | +9.2% | -30.0% | -23.9% |
| YTD | +43.7% | +32.3% | +11.4% | +28.5% |
| 1Y | +35.0% | +26.2% | +8.8% | +22.7% |
| 3Y | +249.4% | +53.7% | +195.7% | +177.1% |
| All | +414.6% | +26.5% | +388.1% | +332.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling