+13.1%
NOW vs PSA
+8.9%
+4.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -2.1% |
| 7D | -1.7% | -2.1% | +0.4% | -1.8% |
| 30D | -27.4% | +15.6% | -43.0% | -27.9% |
| 3M | -19.4% | +4.1% | -23.5% | -19.3% |
| 6M | +13.1% | +9.2% | +3.9% | +22.8% |
| All | +13.1% | +8.9% | +4.2% | +22.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling