+19,622.0%
WELL vs PSA
+15,943.7%
+3,678.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | +0.1% | -2.1% | +2.1% | +1.2% |
| 30D | +7.8% | +16.2% | -8.4% | -0.5% |
| 3M | +10.2% | +4.3% | +5.9% | +7.5% |
| 6M | +16.4% | +9.9% | +6.5% | +10.3% |
| YTD | +35.2% | +33.3% | +1.9% | +15.0% |
| 1Y | +30.5% | +25.8% | +4.6% | +14.2% |
| 3Y | +206.1% | +54.8% | +151.3% | +135.6% |
| 5Y | +228.3% | +27.5% | +200.7% | +176.1% |
| 10Y | +468.3% | +134.5% | +333.8% | +249.9% |
| All | +19,622.0% | +15,943.7% | +3,678.3% | +5,029.7% |
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