+499.2%
NOW vs PSA
+142.4%
+356.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.1% |
| 7D | -3.0% | +3.9% | -6.9% | -4.3% |
| 30D | -26.0% | +19.7% | -45.7% | -30.9% |
| 3M | -13.1% | +4.3% | -17.4% | -14.7% |
| 6M | +14.5% | +11.4% | +3.1% | +9.5% |
| YTD | -33.4% | +33.9% | -67.4% | -41.5% |
| 1Y | -40.6% | +28.3% | -68.9% | -47.0% |
| 3Y | -16.3% | +53.5% | -69.8% | -33.2% |
| 5Y | -26.3% | +30.6% | -56.9% | -36.7% |
| All | +499.2% | +142.4% | +356.8% | +309.9% |
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