+17,845.4%
WDC vs PSA
+14,185.8%
+3,659.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.1% | +6.3% |
| 7D | +1.7% | -3.7% | +5.4% | +3.2% |
| 30D | -10.0% | -7.7% | -2.2% | -7.3% |
| 3M | -18.8% | -0.6% | -18.2% | -19.6% |
| 6M | +79.0% | -0.9% | +79.9% | +77.3% |
| YTD | +171.6% | +18.7% | +152.9% | +150.5% |
| 1Y | +417.4% | +7.6% | +409.7% | +392.7% |
| 3Y | +1,251.8% | +23.7% | +1,228.1% | +1,091.6% |
| 5Y | +911.7% | +13.7% | +898.0% | +809.2% |
| 10Y | +1,399.6% | +98.9% | +1,300.8% | +944.9% |
| All | +17,845.4% | +14,185.8% | +3,659.6% | +3,504.8% |
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