+504.6%
NOW vs PSA
+140.2%
+364.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -3.1% | +1.5% | -4.5% | -3.6% |
| 30D | -27.0% | +16.7% | -43.7% | -31.2% |
| 3M | -17.7% | +4.0% | -21.7% | -19.2% |
| 6M | +12.7% | +10.9% | +1.8% | +7.9% |
| YTD | -32.9% | +34.2% | -67.1% | -41.1% |
| 1Y | -40.4% | +26.6% | -67.0% | -46.5% |
| 3Y | -17.1% | +54.7% | -71.8% | -34.1% |
| 5Y | -25.7% | +30.0% | -55.7% | -36.0% |
| 10Y | +504.6% | +132.7% | +372.0% | +314.2% |
| All | +504.6% | +140.2% | +364.4% | +314.2% |
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