+13.6%
PSA vs NIO
-90.3%
+103.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | -0.1% |
| 7D | -0.4% | -6.7% | +6.2% | -0.1% |
| 30D | -8.2% | -20.0% | +11.9% | -7.2% |
| 3M | -2.1% | -30.5% | +28.3% | -0.5% |
| 6M | -0.2% | -20.7% | +20.5% | +0.5% |
| YTD | +18.5% | -25.7% | +44.2% | +19.7% |
| 1Y | +6.6% | -38.6% | +45.2% | +8.3% |
| 3Y | +24.5% | -62.3% | +86.7% | +26.7% |
| 5Y | +13.6% | -90.1% | +103.7% | +12.6% |
| All | +13.6% | -90.3% | +103.9% | +12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling