-28.6%
NOW vs PSA
+6.5%
-35.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -5.0% |
| 7D | -6.1% | -0.4% | -5.7% | -6.2% |
| 30D | +7.5% | -8.2% | +15.6% | +5.9% |
| 3M | +17.5% | -2.1% | +19.7% | +18.4% |
| 6M | +7.9% | -0.2% | +8.1% | +9.5% |
| YTD | -12.4% | +18.5% | -30.9% | -10.1% |
| 1Y | -28.6% | +6.6% | -35.1% | -26.2% |
| All | -28.6% | +6.5% | -35.1% | -26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling