+48.4%
NU vs PSA
+8.6%
+39.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.2% |
| 7D | +6.0% | -0.4% | +6.4% | +6.2% |
| 30D | +10.8% | -8.2% | +18.9% | +14.6% |
| 3M | +32.2% | -2.1% | +34.3% | +32.6% |
| 6M | +5.1% | -0.2% | +5.3% | +4.4% |
| YTD | -8.4% | +18.5% | -26.9% | -15.9% |
| 1Y | +0.7% | +6.6% | -5.9% | -3.4% |
| 3Y | +125.1% | +24.5% | +100.7% | +93.7% |
| All | +48.4% | +8.6% | +39.8% | +46.5% |
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