+306.4%
WM vs PSA
+101.1%
+205.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.8% |
| 7D | -0.3% | -3.7% | +3.4% | +1.0% |
| 30D | -2.4% | -7.7% | +5.4% | +0.5% |
| 3M | +0.4% | -0.6% | +1.0% | +0.7% |
| 6M | -9.5% | -0.9% | -8.6% | -9.5% |
| YTD | +0.5% | +18.7% | -18.2% | -6.1% |
| 1Y | -1.1% | +7.6% | -8.7% | -4.4% |
| 3Y | +46.0% | +23.7% | +22.4% | +31.3% |
| 5Y | +51.8% | +13.7% | +38.2% | +38.2% |
| All | +306.4% | +101.1% | +205.4% | +183.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling