+122.0%
PSA vs NIO
-46.0%
+168.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.2% | 0.0% |
| 7D | -2.1% | -1.8% | -0.2% | -2.0% |
| 30D | +16.2% | -6.6% | +22.8% | +16.4% |
| 3M | +4.3% | -29.9% | +34.2% | +5.2% |
| 6M | +9.9% | -46.6% | +56.5% | +11.5% |
| YTD | +33.3% | -36.5% | +69.7% | +34.4% |
| 1Y | +25.8% | -51.1% | +77.0% | +27.7% |
| 3Y | +54.8% | -55.2% | +110.0% | +55.6% |
| 5Y | +27.5% | -92.3% | +119.8% | +29.5% |
| All | +122.0% | -46.0% | +168.0% | +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