+980.3%
WDC vs PSA
+13.5%
+966.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.3% | +2.2% |
| 7D | +6.0% | -0.4% | +6.4% | +6.1% |
| 30D | +9.9% | -8.2% | +18.1% | +12.0% |
| 3M | -9.4% | -2.1% | -7.2% | -10.1% |
| 6M | +94.7% | -0.2% | +94.9% | +91.5% |
| YTD | +177.4% | +18.5% | +158.9% | +159.2% |
| 1Y | +412.6% | +6.6% | +406.0% | +391.4% |
| 3Y | +1,359.8% | +24.5% | +1,335.3% | +1,190.0% |
| All | +980.3% | +13.5% | +966.8% | +903.4% |
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