+122.1%
PSA vs NIO
-45.3%
+167.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.8% | +3.2% | -0.6% |
| 7D | +0.8% | +2.8% | -2.1% | +0.7% |
| 30D | +15.9% | -8.4% | +24.3% | +16.1% |
| 3M | +4.2% | -32.0% | +36.1% | +5.2% |
| 6M | +10.1% | -43.9% | +54.1% | +11.6% |
| YTD | +33.3% | -35.7% | +69.0% | +34.5% |
| 1Y | +28.2% | -51.1% | +79.4% | +30.2% |
| 3Y | +54.9% | -54.7% | +109.6% | +55.6% |
| 5Y | +28.3% | -91.7% | +120.0% | +30.2% |
| All | +122.1% | -45.3% | +167.5% | +112.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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