+26,336.4%
WM vs PSA
+14,185.8%
+12,150.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.9% |
| 7D | -0.3% | -3.7% | +3.4% | +0.6% |
| 30D | -2.4% | -7.7% | +5.4% | -0.4% |
| 3M | +0.4% | -0.6% | +1.0% | +0.6% |
| 6M | -9.5% | -0.9% | -8.6% | -9.5% |
| YTD | +0.5% | +18.7% | -18.2% | -4.0% |
| 1Y | -1.1% | +7.6% | -8.7% | -3.3% |
| 3Y | +46.0% | +23.7% | +22.4% | +36.6% |
| 5Y | +51.8% | +13.7% | +38.2% | +43.7% |
| 10Y | +307.5% | +98.9% | +208.7% | +233.7% |
| All | +26,336.4% | +14,185.8% | +12,150.6% | +12,075.8% |
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