+3,757.6%
PSA vs NVS
+1,076.7%
+2,680.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.2% | -2.3% |
| 7D | -2.2% | -15.4% | +13.1% | +3.2% |
| 30D | -9.6% | -12.3% | +2.8% | -5.9% |
| 3M | -7.9% | -7.8% | -0.1% | -6.1% |
| 6M | -2.0% | -13.0% | +11.0% | +2.1% |
| YTD | +15.7% | +2.8% | +13.0% | +13.5% |
| 1Y | +5.8% | +10.6% | -4.9% | +0.8% |
| 3Y | +21.6% | +55.1% | -33.5% | +2.2% |
| 5Y | +13.1% | +91.7% | -78.5% | -12.5% |
| 10Y | +101.3% | +181.2% | -80.0% | +34.0% |
| All | +3,757.6% | +1,076.7% | +2,680.9% | +1,654.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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