+41.5%
NU vs PSA
+6.8%
+34.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.9% |
| 7D | -4.9% | -1.8% | -3.1% | -4.2% |
| 30D | +7.8% | -8.4% | +16.2% | +11.6% |
| 3M | +20.9% | -7.8% | +28.8% | +24.5% |
| 6M | +0.9% | +0.8% | +0.1% | -0.2% |
| YTD | -12.7% | +16.5% | -29.2% | -19.3% |
| 1Y | -6.4% | +4.7% | -11.1% | -9.6% |
| 3Y | +98.1% | +21.1% | +77.0% | +72.6% |
| All | +41.5% | +6.8% | +34.7% | +40.7% |
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