+8,919.3%
WMT vs PSA
+14,166.4%
-5,247.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | -5.0% | -8.2% | +3.2% | -3.3% |
| 3M | -11.3% | -2.1% | -9.1% | -10.9% |
| 6M | -13.8% | -0.2% | -13.6% | -13.9% |
| YTD | -4.2% | +18.5% | -22.7% | -7.7% |
| 1Y | +4.6% | +6.6% | -2.0% | +2.9% |
| 3Y | +100.5% | +24.5% | +76.0% | +89.3% |
| 5Y | +129.7% | +13.6% | +116.1% | +118.9% |
| 10Y | +423.4% | +102.0% | +321.5% | +336.3% |
| All | +8,919.3% | +14,166.4% | -5,247.1% | +3,797.6% |
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