+52.4%
PSA vs NIO
-60.1%
+112.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.7% | 0.0% |
| 7D | -1.4% | -14.5% | +13.0% | -0.8% |
| 30D | +15.2% | -15.0% | +30.1% | +16.0% |
| 3M | +2.2% | -35.6% | +37.8% | +4.1% |
| 6M | +11.7% | -55.7% | +67.3% | +15.6% |
| YTD | +32.0% | -43.1% | +75.2% | +34.6% |
| 1Y | +26.3% | -53.5% | +79.8% | +29.9% |
| 3Y | +52.4% | -59.8% | +112.2% | +54.4% |
| All | +52.4% | -60.1% | +112.5% | +54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling