+8,390.6%
PWR vs PSA
+2,655.2%
+5,735.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.3% |
| 7D | +3.6% | -3.7% | +7.3% | +5.5% |
| 30D | -8.6% | -7.7% | -0.8% | -5.1% |
| 3M | -13.2% | -0.6% | -12.6% | -13.9% |
| 6M | +9.9% | -0.9% | +10.8% | +9.1% |
| YTD | +48.0% | +18.7% | +29.4% | +33.9% |
| 1Y | +66.2% | +7.6% | +58.5% | +57.0% |
| 3Y | +195.1% | +23.7% | +171.5% | +152.8% |
| 5Y | +442.6% | +13.7% | +428.9% | +376.3% |
| 10Y | +2,334.2% | +98.9% | +2,235.4% | +1,414.8% |
| All | +8,390.6% | +2,655.2% | +5,735.4% | +1,511.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling