+2,771.1%
NOW vs PSA
+258.0%
+2,513.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.5% |
| 7D | -2.4% | -3.7% | +1.3% | -1.0% |
| 30D | +20.5% | -7.7% | +28.2% | +24.1% |
| 3M | +18.3% | -0.6% | +18.9% | +18.6% |
| 6M | +24.1% | -0.9% | +25.0% | +23.4% |
| YTD | -7.8% | +18.7% | -26.4% | -15.1% |
| 1Y | -21.4% | +7.6% | -29.0% | -24.9% |
| 3Y | +19.5% | +23.7% | -4.1% | +4.7% |
| 5Y | +4.1% | +13.7% | -9.6% | -5.6% |
| 10Y | +826.4% | +98.9% | +727.6% | +558.8% |
| All | +2,771.1% | +258.0% | +2,513.2% | +1,319.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling