+100.5%
PSA vs NTRA
+3,199.2%
-3,098.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | +0.6% |
| 7D | -1.8% | +0.2% | -2.1% | -1.8% |
| 30D | -8.4% | +4.1% | -12.5% | -8.6% |
| 3M | -7.8% | +50.0% | -57.9% | -10.4% |
| 6M | +0.8% | +67.3% | -66.5% | -2.9% |
| YTD | +16.5% | +43.6% | -27.1% | +13.1% |
| 1Y | +4.7% | +89.2% | -84.5% | -0.2% |
| 3Y | +21.1% | +502.5% | -481.5% | +5.9% |
| 5Y | +14.2% | +173.8% | -159.6% | +1.3% |
| All | +100.5% | +3,199.2% | -3,098.7% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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