+346.7%
AEM vs PSA
+101.3%
+245.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -5.0% | -3.6% | -1.4% | -4.1% |
| 30D | +8.5% | -9.4% | +17.8% | +11.5% |
| 3M | +29.3% | -8.2% | +37.5% | +32.1% |
| 6M | -12.9% | -1.8% | -11.1% | -12.8% |
| YTD | +16.8% | +15.7% | +1.0% | +11.9% |
| 1Y | +29.8% | +6.3% | +23.6% | +27.2% |
| 3Y | +336.7% | +21.6% | +315.2% | +307.3% |
| 5Y | +299.9% | +13.5% | +286.5% | +277.8% |
| All | +346.7% | +101.3% | +245.4% | +289.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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