+53.5%
PSA vs NIO
-59.9%
+113.4%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.9% | -6.8% | -1.2% |
| 7D | +3.9% | +5.6% | -1.7% | +3.6% |
| 30D | +19.7% | -4.2% | +23.9% | +19.9% |
| 3M | +4.3% | -26.3% | +30.6% | +5.6% |
| 6M | +11.4% | -42.5% | +53.9% | +13.9% |
| YTD | +33.9% | -33.5% | +67.5% | +35.7% |
| 1Y | +28.3% | -52.7% | +80.9% | +32.1% |
| 3Y | +53.5% | -57.5% | +110.9% | +57.3% |
| All | +53.5% | -59.9% | +113.4% | +57.3% |
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