+1,394.6%
WDC vs PSA
+21.5%
+1,373.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.4% | +1.2% |
| 7D | +7.5% | -2.2% | +9.7% | +7.6% |
| 30D | +10.1% | -9.6% | +19.6% | +10.6% |
| 3M | -6.8% | -7.9% | +1.1% | -6.9% |
| 6M | +84.1% | -2.0% | +86.1% | +80.4% |
| YTD | +180.3% | +15.7% | +164.5% | +167.7% |
| 1Y | +411.1% | +5.8% | +405.3% | +391.8% |
| All | +1,394.6% | +21.5% | +1,373.1% | +1,299.6% |
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