+5,376.0%
WMB vs PSA
+14,185.8%
-8,809.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.6% |
| 7D | +0.6% | -3.7% | +4.2% | +2.0% |
| 30D | +3.3% | -7.7% | +11.0% | +6.4% |
| 3M | +3.1% | -0.6% | +3.7% | +3.0% |
| 6M | -0.7% | -0.9% | +0.2% | -1.1% |
| YTD | +25.2% | +18.7% | +6.5% | +15.7% |
| 1Y | +32.9% | +7.6% | +25.2% | +27.4% |
| 3Y | +140.6% | +23.7% | +116.9% | +113.7% |
| 5Y | +273.5% | +13.7% | +259.8% | +237.0% |
| 10Y | +334.2% | +98.9% | +235.4% | +200.8% |
| All | +5,376.0% | +14,185.8% | -8,809.7% | +1,525.7% |
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