+21,505.5%
SHW vs PSA
+15,829.0%
+5,676.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | +0.7% | -2.1% | +2.8% | +1.4% |
| 30D | +8.4% | +15.6% | -7.2% | +3.7% |
| 3M | -2.2% | +4.1% | -6.3% | -3.4% |
| 6M | +13.3% | +9.2% | +4.1% | +10.3% |
| YTD | +9.2% | +32.3% | -23.1% | +0.2% |
| 1Y | +2.9% | +26.2% | -23.3% | -4.2% |
| 3Y | +41.1% | +53.7% | -12.6% | +23.3% |
| 5Y | +11.0% | +26.6% | -15.6% | +2.1% |
| 10Y | +341.2% | +132.8% | +208.4% | +236.1% |
| All | +21,505.5% | +15,829.0% | +5,676.5% | +8,697.7% |
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