+91.3%
NVTS vs PSA
+6.8%
+84.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.6% | +3.7% | +4.2% |
| 7D | -1.4% | -1.8% | +0.4% | -1.1% |
| 30D | -16.5% | -8.4% | -8.1% | -15.2% |
| 3M | -47.6% | -7.8% | -39.8% | -47.3% |
| 6M | +7.3% | +0.8% | +6.5% | -1.7% |
| YTD | +62.9% | +16.5% | +46.4% | +34.3% |
| 1Y | +91.3% | +4.7% | +86.6% | +90.7% |
| All | +91.3% | +6.8% | +84.5% | +90.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling