+6.6%
AEM vs PSA
+26.5%
-19.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -6.8% | -1.4% | -5.4% | -6.2% |
| 30D | +0.8% | +15.2% | -14.4% | -5.6% |
| 3M | -0.8% | +2.2% | -3.1% | -1.9% |
| 6M | -8.5% | +11.7% | -20.2% | -15.4% |
| YTD | +5.9% | +32.0% | -26.1% | -11.6% |
| 1Y | +6.6% | +26.3% | -19.7% | -9.3% |
| All | +6.6% | +26.5% | -19.8% | -9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling