+506.3%
NOW vs PSA
+131.0%
+375.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.8% |
| 7D | -8.7% | +0.8% | -9.5% | -9.0% |
| 30D | -29.3% | +15.9% | -45.2% | -33.1% |
| 3M | -21.8% | +4.2% | -26.0% | -23.3% |
| 6M | +9.2% | +10.1% | -0.9% | +4.9% |
| YTD | -35.0% | +33.3% | -68.3% | -42.8% |
| 1Y | -42.5% | +28.2% | -70.8% | -48.6% |
| 3Y | -21.5% | +54.9% | -76.4% | -37.7% |
| 5Y | -25.8% | +28.3% | -54.1% | -35.7% |
| 10Y | +506.3% | +134.1% | +372.3% | +318.7% |
| All | +506.3% | +131.0% | +375.3% | +318.7% |
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 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