+1,945.9%
NOW vs PSA
+299.1%
+1,646.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.8% |
| 7D | -1.7% | -2.1% | +0.4% | -0.9% |
| 30D | -27.4% | +15.6% | -43.0% | -31.4% |
| 3M | -19.4% | +4.1% | -23.5% | -20.9% |
| 6M | +13.1% | +9.2% | +3.9% | +8.8% |
| YTD | -34.3% | +32.3% | -66.6% | -42.1% |
| 1Y | -41.8% | +26.2% | -67.9% | -47.7% |
| 3Y | -20.7% | +53.7% | -74.4% | -36.6% |
| 5Y | -27.2% | +26.6% | -53.8% | -36.7% |
| 10Y | +509.1% | +132.8% | +376.3% | +307.0% |
| All | +1,945.9% | +299.1% | +1,646.8% | +868.1% |
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