+27.3%
PSA vs NVDX
+815.5%
-788.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -2.3% |
| 7D | -2.2% | -0.9% | -1.3% | -2.2% |
| 30D | -9.6% | +3.0% | -12.5% | -9.5% |
| 3M | -7.9% | +6.8% | -14.7% | -7.7% |
| 6M | -2.0% | +28.6% | -30.6% | -1.6% |
| YTD | +15.7% | +17.0% | -1.3% | +16.1% |
| 1Y | +5.8% | +27.0% | -21.2% | +6.3% |
| All | +27.3% | +815.5% | -788.2% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 all: compounded portfolio wealth divided by compounded NVDX 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…
all analysis · Full analysis span regression · 6 months rolling