+30.1%
PSA vs NXT
+208.8%
-178.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.9% | +6.2% | -0.4% |
| 7D | -2.1% | -6.0% | +3.9% | -1.9% |
| 30D | +15.6% | +5.4% | +10.1% | +15.2% |
| 3M | +4.1% | -9.7% | +13.8% | +4.2% |
| 6M | +9.2% | -25.3% | +34.5% | +9.8% |
| YTD | +32.3% | +7.5% | +24.9% | +30.1% |
| 1Y | +26.2% | -3.0% | +29.2% | +24.6% |
| 3Y | +53.7% | +171.4% | -117.7% | +39.6% |
| All | +30.1% | +208.8% | -178.7% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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