+2,490.2%
NVDL vs PSA
+11.4%
+2,478.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.1% |
| 7D | -10.3% | -1.8% | -8.5% | -10.4% |
| 30D | -7.1% | -8.4% | +1.3% | -7.5% |
| 3M | +6.6% | -7.8% | +14.4% | +6.2% |
| 6M | +21.1% | +0.8% | +20.3% | +20.1% |
| YTD | +15.2% | +16.5% | -1.3% | +15.5% |
| 1Y | +18.8% | +4.7% | +14.1% | +18.8% |
| 3Y | +649.9% | +21.1% | +628.8% | +600.7% |
| All | +2,490.2% | +11.4% | +2,478.7% | +2,396.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling